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 | $15,231 | $179,726-91.5% | $156,263-90.3% | $142,382-89.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 19.56% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,478 | $5,069-51.1% | $4,333-42.8% | $4,299-42.4% |
| Participant deferral / active EE | $2,774 | $6,956-60.1% | $6,158-55.0% | $6,507-57.4% |
| Admin fee / account holder | $199 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |