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 | $9,919 | $177,572-94.4% | $154,803-93.6% | $142,382-93.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 27.55% | 65.07%-37.5pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,315 | $4,810-72.7% | $4,305-69.5% | $4,299-69.4% |
| Participant deferral / active EE | $6,478 | $6,272+3.3% | $5,540+16.9% | $6,507-0.4% |
| Admin fee / account holder | $178 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |