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 | $10,144 | $106,515-90.5% | $96,683-89.5% | $139,434-92.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 24.50% | 38.43%-13.9pp | 35.69%-11.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,913 | $4,103-53.4% | $3,737-48.8% | $4,751-59.7% |
| Participant deferral / active EE | $2,522 | $5,454-53.8% | $4,878-48.3% | $6,710-62.4% |
| Admin fee / account holder | $102 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |