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 4-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 | $17,850 | $175,202-89.8% | $149,673-88.1% | $139,434-87.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.63% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,502 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $3,509 | $6,519-46.2% | $5,680-38.2% | $6,710-47.7% |
| Admin fee / account holder | $121 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |