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 | $11,797 | $214,378-94.5% | $200,582-94.1% | $142,382-91.7% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 30.47% | 46.41%-15.9pp | 42.33%-11.9pp | 217.08%-186.6pp |
| Employer contribution / active EE | $1,900 | $6,841-72.2% | $6,419-70.4% | $4,299-55.8% |
| Participant deferral / active EE | $4,175 | $9,865-57.7% | $9,331-55.3% | $6,507-35.8% |
| Admin fee / account holder | $142 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |