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 6-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 | $17,065 | $109,413-84.4% | $156,263-89.1% | $84,808-79.9% |
| Participation rate | 93.5% | 72.7%+20.9pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 23.01% | 20.18%+2.8pp | 59.47%-36.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,732 | $2,907-6.0% | $4,333-37.0% | $2,631+3.8% |
| Participant deferral / active EE | $3,059 | $4,590-33.4% | $6,158-50.3% | $4,212-27.4% |
| Admin fee / account holder | $252 | $9,357-97.3% | $14,255-98.2% | $7,344-96.6% |