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 | $24,133 | $214,378-88.7% | $200,582-88.0% | $142,382-83.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 25.45% | 46.41%-21.0pp | 42.33%-16.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,973 | $6,841-71.2% | $6,419-69.3% | $4,299-54.1% |
| Participant deferral / active EE | $5,030 | $9,865-49.0% | $9,331-46.1% | $6,507-22.7% |
| Admin fee / account holder | $48 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |