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 | $13,433 | $127,065-89.4% | $113,168-88.1% | $142,382-90.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.64% | 24.03%-0.4pp | 24.27%-0.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,173 | $3,442-36.9% | $2,975-26.9% | $4,299-49.4% |
| Participant deferral / active EE | $3,596 | $5,716-37.1% | $5,107-29.6% | $6,507-44.7% |
| Admin fee / account holder | $16 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |