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 | $11,608 | $159,602-92.7% | $150,045-92.3% | $142,382-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.67% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,202 | $4,961-35.4% | $4,693-31.8% | $4,299-25.5% |
| Participant deferral / active EE | $3,254 | $8,310-60.8% | $7,997-59.3% | $6,507-50.0% |
| Admin fee / account holder | $209 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |