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 | $16,535 | $127,065-87.0% | $113,168-85.4% | $142,382-88.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.41% | 24.03%-3.6pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,545 | $3,442+3.0% | $2,975+19.2% | $4,299-17.5% |
| Participant deferral / active EE | $4,576 | $5,716-20.0% | $5,107-10.4% | $6,507-29.7% |
| Admin fee / account holder | $46 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |