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 | $16,793 | $133,922-87.5% | $116,228-85.6% | $142,382-88.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 28.30% | 147.76%-119.5pp | 90.06%-61.8pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,130 | $3,446-38.2% | $2,994-28.9% | $4,299-50.5% |
| Participant deferral / active EE | $4,397 | $5,672-22.5% | $4,953-11.2% | $6,507-32.4% |
| Admin fee / account holder | $27 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |