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 | $16,006 | $159,602-90.0% | $150,045-89.3% | $142,382-88.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.66% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,371 | $4,961-52.2% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $4,549 | $8,310-45.3% | $7,997-43.1% | $6,507-30.1% |
| Admin fee / account holder | $135 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |