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 | $9,152 | $177,572-94.8% | $154,803-94.1% | $142,382-93.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 25.82% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,524 | $4,810-68.3% | $4,305-64.6% | $4,299-64.5% |
| Participant deferral / active EE | $2,138 | $6,272-65.9% | $5,540-61.4% | $6,507-67.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |