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 | $13,654 | $124,319-89.0% | $111,297-87.7% | $167,490-91.8% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 22.46% | 37.44%-15.0pp | 54.65%-32.2pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,141 | $3,435-66.8% | $2,731-58.2% | $4,837-76.4% |
| Participant deferral / active EE | $6,274 | $5,180+21.1% | $4,487+39.8% | $6,341-1.1% |
| Admin fee / account holder | $40 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |