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 5-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 | $18,876 | $214,378-91.2% | $200,582-90.6% | $142,382-86.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 19.99% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,086 | $6,841-69.5% | $6,419-67.5% | $4,299-51.5% |
| Participant deferral / active EE | $4,728 | $9,865-52.1% | $9,331-49.3% | $6,507-27.3% |
| Admin fee / account holder | $35 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |