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 | $12,117 | $154,117-92.1% | $129,995-90.7% | $139,434-91.3% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 32.65% | 32.48%+0.2pp | -137.18%+169.8pp | 372.94%-340.3pp |
| Employer contribution / active EE | $2,415 | $5,289-54.3% | $4,320-44.1% | $4,751-49.2% |
| Participant deferral / active EE | $5,081 | $6,710-24.3% | $5,820-12.7% | $6,710-24.3% |
| Admin fee / account holder | $61 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |