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 | $11,146 | $127,065-91.2% | $113,168-90.2% | $142,382-92.2% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 32.11% | 24.03%+8.1pp | 24.27%+7.8pp | 217.08%-185.0pp |
| Employer contribution / active EE | $2,369 | $3,442-31.2% | $2,975-20.4% | $4,299-44.9% |
| Participant deferral / active EE | $3,472 | $5,716-39.3% | $5,107-32.0% | $6,507-46.6% |
| Admin fee / account holder | $15 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |