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 | $10,801 | $183,519-94.1% | $155,509-93.1% | $145,922-92.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.91% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,886 | $5,313-64.5% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $1,970 | $6,462-69.5% | $5,626-65.0% | $6,688-70.5% |
| Admin fee / account holder | $142 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |