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 | $15,246 | $183,519-91.7% | $155,509-90.2% | $145,922-89.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.93% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,799 | $5,313-47.3% | $4,672-40.1% | $4,660-39.9% |
| Participant deferral / active EE | $6,361 | $6,462-1.6% | $5,626+13.1% | $6,688-4.9% |
| Admin fee / account holder | $27 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |