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 | $12,867 | $175,202-92.7% | $149,673-91.4% | $139,434-90.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 32.26% | 166.71%-134.4pp | 134.42%-102.2pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,911 | $5,474-65.1% | $4,818-60.3% | $4,751-59.8% |
| Participant deferral / active EE | $3,630 | $6,519-44.3% | $5,680-36.1% | $6,710-45.9% |
| Admin fee / account holder | $167 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |