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 | $12,977 | $214,378-93.9% | $200,582-93.5% | $142,382-90.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 33.47% | 46.41%-12.9pp | 42.33%-8.9pp | 217.08%-183.6pp |
| Employer contribution / active EE | $1,824 | $6,841-73.3% | $6,419-71.6% | $4,299-57.6% |
| Participant deferral / active EE | $3,108 | $9,865-68.5% | $9,331-66.7% | $6,507-52.2% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |