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 6-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 | $13,994 | $176,812-92.1% | $146,665-90.5% | $167,490-91.6% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 20.78% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,473 | $5,160-52.1% | $4,136-40.2% | $4,837-48.9% |
| Participant deferral / active EE | $4,083 | $6,440-36.6% | $5,506-25.9% | $6,341-35.6% |
| Admin fee / account holder | $13 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |