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 8-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 | $18,516 | $228,332-91.9% | $185,823-90.0% | $158,922-88.3% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 24.86% | 40.80%-15.9pp | 35.95%-11.1pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,075 | $4,967-58.2% | $4,087-49.2% | $4,761-56.4% |
| Participant deferral / active EE | $2,594 | $6,415-59.6% | $5,632-53.9% | $5,982-56.6% |
| Admin fee / account holder | $138 | $11,864-98.8% | $9,500-98.5% | $11,246-98.8% |