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 | $11,893 | $214,378-94.5% | $200,582-94.1% | $142,382-91.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 22.27% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,768 | $6,841-59.5% | $6,419-56.9% | $4,299-35.6% |
| Participant deferral / active EE | $4,092 | $9,865-58.5% | $9,331-56.1% | $6,507-37.1% |
| Admin fee / account holder | $256 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |