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 | $13,871 | $159,602-91.3% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.70% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,907 | $4,961-61.6% | $4,693-59.4% | $4,299-55.7% |
| Participant deferral / active EE | $3,476 | $8,310-58.2% | $7,997-56.5% | $6,507-46.6% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |