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 | $15,729 | $185,822-91.5% | $169,993-90.7% | $139,434-88.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 42.57% | 60.50%-17.9pp | 53.37%-10.8pp | 372.94%-330.4pp |
| Employer contribution / active EE | $2,272 | $7,590-70.1% | $6,785-66.5% | $4,751-52.2% |
| Participant deferral / active EE | $5,773 | $11,622-50.3% | $10,408-44.5% | $6,710-14.0% |
| Admin fee / account holder | $143 | $15,381-99.1% | $12,815-98.9% | $11,403-98.7% |