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 4-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 | $11,930 | $110,257-89.2% | $96,544-87.6% | $139,434-91.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 53.16% | 26.32%+26.8pp | 25.84%+27.3pp | 372.94%-319.8pp |
| Employer contribution / active EE | $5,548 | $3,620+53.3% | $2,965+87.1% | $4,751+16.8% |
| Participant deferral / active EE | $1,727 | $5,548-68.9% | $4,851-64.4% | $6,710-74.3% |
| Admin fee / account holder | $194 | $11,591-98.3% | $8,252-97.7% | $11,403-98.3% |