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 | $15,041 | $154,117-90.2% | $129,995-88.4% | $139,434-89.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 31.71% | 32.48%-0.8pp | -137.18%+168.9pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,825 | $5,289-65.5% | $4,320-57.7% | $4,751-61.6% |
| Participant deferral / active EE | $5,516 | $6,710-17.8% | $5,820-5.2% | $6,710-17.8% |
| Admin fee / account holder | $53 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |