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 | $22,492 | $214,378-89.5% | $200,582-88.8% | $142,382-84.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.02% | 46.41%-16.4pp | 42.33%-12.3pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,308 | $6,841-66.3% | $6,419-64.0% | $4,299-46.3% |
| Participant deferral / active EE | $6,445 | $9,865-34.7% | $9,331-30.9% | $6,507-0.9% |
| Admin fee / account holder | $41 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |