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 | $11,242 | $159,602-93.0% | $150,045-92.5% | $142,382-92.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 23.91% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,064 | $4,961-58.4% | $4,693-56.0% | $4,299-52.0% |
| Participant deferral / active EE | $3,025 | $8,310-63.6% | $7,997-62.2% | $6,507-53.5% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |