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 | $16,828 | $127,065-86.8% | $113,168-85.1% | $142,382-88.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.21% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,220 | $3,442-35.5% | $2,975-25.4% | $4,299-48.4% |
| Participant deferral / active EE | $5,198 | $5,716-9.1% | $5,107+1.8% | $6,507-20.1% |
| Admin fee / account holder | $148 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |