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 | $14,765 | $163,101-90.9% | $136,749-89.2% | $142,382-89.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 22.85% | 27.54%-4.7pp | 24.33%-1.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,923 | $4,117-53.3% | $3,400-43.4% | $4,299-55.3% |
| Participant deferral / active EE | $3,328 | $5,585-40.4% | $4,692-29.1% | $6,507-48.9% |
| Admin fee / account holder | $153 | $14,318-98.9% | $11,386-98.7% | $12,624-98.8% |