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 | $16,191 | $159,602-89.9% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.45% | 70.24%-42.8pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $6,403 | $4,961+29.1% | $4,693+36.4% | $4,299+48.9% |
| Participant deferral / active EE | $2,640 | $8,310-68.2% | $7,997-67.0% | $6,507-59.4% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |