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 | $16,361 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 32.15% | 70.24%-38.1pp | 62.55%-30.4pp | 217.08%-184.9pp |
| Employer contribution / active EE | $1,615 | $4,961-67.4% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $4,339 | $8,310-47.8% | $7,997-45.7% | $6,507-33.3% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |