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 | $10,869 | $183,519-94.1% | $155,509-93.0% | $145,922-92.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 67.94% | 61.17%+6.8pp | 64.67%+3.3pp | 561.29%-493.3pp |
| Employer contribution / active EE | $2,044 | $5,313-61.5% | $4,672-56.3% | $4,660-56.1% |
| Participant deferral / active EE | $3,067 | $6,462-52.5% | $5,626-45.5% | $6,688-54.1% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |