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 | $9,422 | $183,519-94.9% | $155,509-93.9% | $145,922-93.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.28% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,694 | $5,313-68.1% | $4,672-63.7% | $4,660-63.6% |
| Participant deferral / active EE | $3,100 | $6,462-52.0% | $5,626-44.9% | $6,688-53.6% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |