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 | $14,686 | $127,065-88.4% | $113,168-87.0% | $142,382-89.7% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 24.06% | 24.03%0pp | 24.27%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,676 | $3,442-51.3% | $2,975-43.7% | $4,299-61.0% |
| Participant deferral / active EE | $4,799 | $5,716-16.0% | $5,107-6.0% | $6,507-26.2% |
| Admin fee / account holder | $26 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |