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 | $18,907 | $179,726-89.5% | $156,263-87.9% | $142,382-86.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.41% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,520 | $5,069-50.3% | $4,333-41.8% | $4,299-41.4% |
| Participant deferral / active EE | $5,220 | $6,956-25.0% | $6,158-15.2% | $6,507-19.8% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.0% |