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 | $10,386 | $148,534-93.0% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.58% | 79.19%-36.6pp | 68.23%-25.6pp | 372.94%-330.4pp |
| Employer contribution / active EE | $1,820 | $5,243-65.3% | $4,856-62.5% | $4,751-61.7% |
| Participant deferral / active EE | $3,480 | $8,100-57.0% | $7,758-55.1% | $6,710-48.1% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |