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 5-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 | $14,578 | $148,534-90.2% | $135,903-89.3% | $139,434-89.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.78% | 79.19%-41.4pp | 68.23%-30.5pp | 372.94%-335.2pp |
| Employer contribution / active EE | $3,936 | $5,243-24.9% | $4,856-18.9% | $4,751-17.2% |
| Participant deferral / active EE | $7,103 | $8,100-12.3% | $7,758-8.4% | $6,710+5.8% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |