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 9-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 | $24,526 | $162,781-84.9% | $133,956-81.7% | $158,922-84.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 19.04% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,454 | $4,975-50.7% | $3,919-37.4% | $4,761-48.5% |
| Participant deferral / active EE | $3,882 | $5,911-34.3% | $5,048-23.1% | $5,982-35.1% |
| Admin fee / account holder | $227 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |