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 | $16,155 | $185,822-91.3% | $169,993-90.5% | $139,434-88.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 30.13% | 60.50%-30.4pp | 53.37%-23.2pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,732 | $7,590-77.2% | $6,785-74.5% | $4,751-63.5% |
| Participant deferral / active EE | $5,050 | $11,622-56.5% | $10,408-51.5% | $6,710-24.7% |
| Admin fee / account holder | $85 | $15,381-99.4% | $12,815-99.3% | $11,403-99.3% |