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 | $13,843 | $179,726-92.3% | $156,263-91.1% | $142,382-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 55.77% | 77.86%-22.1pp | 59.47%-3.7pp | 217.08%-161.3pp |
| Employer contribution / active EE | $2,317 | $5,069-54.3% | $4,333-46.5% | $4,299-46.1% |
| Participant deferral / active EE | $4,537 | $6,956-34.8% | $6,158-26.3% | $6,507-30.3% |
| Admin fee / account holder | $203 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |