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 | $15,253 | $93,571-83.7% | $135,903-88.8% | $75,163-79.7% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 88.77% | 30.90%+57.9pp | 68.23%+20.5pp | 160.62%-71.9pp |
| Employer contribution / active EE | $2,044 | $3,537-42.2% | $4,856-57.9% | $2,670-23.4% |
| Participant deferral / active EE | $5,224 | $6,404-18.4% | $7,758-32.7% | $4,125+26.6% |
| Admin fee / account holder | $296 | $6,975-95.7% | $10,762-97.2% | $5,651-94.8% |