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 | $13,042 | $159,602-91.8% | $150,045-91.3% | $142,382-90.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.27% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,465 | $4,961-70.5% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $2,774 | $8,310-66.6% | $7,997-65.3% | $6,507-57.4% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |