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 | $14,148 | $159,602-91.1% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 95.31% | 70.24%+25.1pp | 62.55%+32.8pp | 217.08%-121.8pp |
| Employer contribution / active EE | $1,711 | $4,961-65.5% | $4,693-63.5% | $4,299-60.2% |
| Participant deferral / active EE | $12,641 | $8,310+52.1% | $7,997+58.1% | $6,507+94.3% |
| Admin fee / account holder | $143 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |