See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,759 | $114,237-88.0% | $119,258-88.5% | $167,490-91.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 33.16% | 29.87%+3.3pp | 30.69%+2.5pp | 478.56%-445.4pp |
| Employer contribution / active EE | $3,316 | $4,481-26.0% | $4,384-24.4% | $4,837-31.5% |
| Participant deferral / active EE | $5,753 | $6,084-5.4% | $6,111-5.9% | $6,341-9.3% |
| Admin fee / account holder | $87 | $8,932-99.0% | $7,226-98.8% | $12,309-99.3% |