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 10-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 | $26,573 | $197,591-86.6% | $177,821-85.1% | $158,922-83.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 20.72% | 58.76%-38.0pp | 48.32%-27.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,518 | $6,697-77.3% | $5,918-74.3% | $4,761-68.1% |
| Participant deferral / active EE | $4,188 | $8,405-50.2% | $7,714-45.7% | $5,982-30.0% |
| Admin fee / account holder | $53 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |