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 7-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 | $15,959 | $176,056-90.9% | $159,436-90.0% | $167,490-90.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 19.98% | 331.75%-311.8pp | 263.57%-243.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,599 | $5,297-69.8% | $4,829-66.9% | $4,837-67.0% |
| Participant deferral / active EE | $3,412 | $7,750-56.0% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $241 | $12,554-98.1% | $10,799-97.8% | $12,309-98.0% |