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 | $9,727 | $159,602-93.9% | $150,045-93.5% | $142,382-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.58% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,799 | $4,961-63.7% | $4,693-61.7% | $4,299-58.1% |
| Participant deferral / active EE | $3,307 | $8,310-60.2% | $7,997-58.7% | $6,507-49.2% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |