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 | $13,931 | $79,944-82.6% | $98,439-85.8% | $75,163-81.5% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.2%+22.3pp | 67.2%+30.3pp |
| Annual return | 15.38% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,140 | $2,264+38.7% | $3,048+3.0% | $2,670+17.6% |
| Participant deferral / active EE | $1,594 | $3,752-57.5% | $4,738-66.3% | $4,125-61.4% |
| Admin fee / account holder | $105 | $6,840-98.5% | $8,948-98.8% | $5,651-98.1% |