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 | $23,181 | $201,272-88.5% | $184,203-87.4% | $145,922-84.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 28.51% | 29.00%-0.5pp | 28.81%-0.3pp | 561.29%-532.8pp |
| Employer contribution / active EE | $2,581 | $7,022-63.2% | $6,427-59.8% | $4,660-44.6% |
| Participant deferral / active EE | $3,306 | $9,806-66.3% | $9,131-63.8% | $6,688-50.6% |
| Admin fee / account holder | $28 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |