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 5-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 | $26,196 | $138,347-81.1% | $184,203-85.8% | $80,856-67.6% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.6%+11.7pp |
| Annual return | 19.33% | 20.02%-0.7pp | 28.81%-9.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,885 | $4,850-19.9% | $6,427-39.6% | $2,755+41.0% |
| Participant deferral / active EE | $5,632 | $7,071-20.3% | $9,131-38.3% | $4,296+31.1% |
| Admin fee / account holder | $82 | $10,483-99.2% | $13,901-99.4% | $6,918-98.8% |