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 | $11,018 | $148,534-92.6% | $135,903-91.9% | $139,434-92.1% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 50.27% | 79.19%-28.9pp | 68.23%-18.0pp | 372.94%-322.7pp |
| Employer contribution / active EE | $1,591 | $5,243-69.7% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $4,964 | $8,100-38.7% | $7,758-36.0% | $6,710-26.0% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |