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 4-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 | $26,782 | $238,490-88.8% | $180,183-85.1% | $142,382-81.2% |
| Participation rate | 92.3% | 82.3%+10.0pp | 77.4%+14.9pp | 80.1%+12.2pp |
| Annual return | 19.88% | 33.56%-13.7pp | 27.86%-8.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,481 | $6,143-27.0% | $5,039-11.1% | $4,299+4.2% |
| Participant deferral / active EE | $2,905 | $7,996-63.7% | $6,822-57.4% | $6,507-55.4% |
| Admin fee / account holder | $2 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |