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 | $14,437 | $183,519-92.1% | $155,509-90.7% | $145,922-90.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.28% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,673 | $5,313-49.7% | $4,672-42.8% | $4,660-42.6% |
| Participant deferral / active EE | $5,570 | $6,462-13.8% | $5,626-1.0% | $6,688-16.7% |
| Admin fee / account holder | $145 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |