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 4-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 | $19,233 | $201,272-90.4% | $184,203-89.6% | $145,922-86.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 24.77% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,113 | $7,022-69.9% | $6,427-67.1% | $4,660-54.7% |
| Participant deferral / active EE | $5,558 | $9,806-43.3% | $9,131-39.1% | $6,688-16.9% |
| Admin fee / account holder | $132 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |