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 3-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 | $12,413 | $165,984-92.5% | $164,813-92.5% | $145,922-91.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.46% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,334 | $5,273-55.7% | $4,341-46.2% | $4,660-49.9% |
| Participant deferral / active EE | $3,080 | $6,959-55.7% | $6,031-48.9% | $6,688-53.9% |
| Admin fee / account holder | $118 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |