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 | $7,781 | $183,519-95.8% | $155,509-95.0% | $145,922-94.7% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.04% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,649 | $5,313-69.0% | $4,672-64.7% | $4,660-64.6% |
| Participant deferral / active EE | $2,833 | $6,462-56.2% | $5,626-49.7% | $6,688-57.6% |
| Admin fee / account holder | $22 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |