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 | $18,240 | $179,726-89.9% | $156,263-88.3% | $142,382-87.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 26.43% | 77.86%-51.4pp | 59.47%-33.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,640 | $5,069-67.6% | $4,333-62.1% | $4,299-61.8% |
| Participant deferral / active EE | $3,887 | $6,956-44.1% | $6,158-36.9% | $6,507-40.3% |
| Admin fee / account holder | $6 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |