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 4-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 | $26,101 | $201,272-87.0% | $184,203-85.8% | $145,922-82.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 11.62% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,735 | $7,022-75.3% | $6,427-73.0% | $4,660-62.8% |
| Participant deferral / active EE | $3,520 | $9,806-64.1% | $9,131-61.5% | $6,688-47.4% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |