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 | $12,282 | $89,753-86.3% | $107,525-88.6% | $84,808-85.5% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 27.80% | 29.48%-1.7pp | 181.32%-153.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $2,429 | $3,113-22.0% | $3,754-35.3% | $2,631-7.7% |
| Participant deferral / active EE | $3,929 | $4,056-3.1% | $5,116-23.2% | $4,212-6.7% |
| Admin fee / account holder | $97 | $7,222-98.7% | $8,919-98.9% | $7,344-98.7% |