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 | $21,550 | $214,378-89.9% | $200,582-89.3% | $142,382-84.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 48.36% | 46.41%+2.0pp | 42.33%+6.0pp | 217.08%-168.7pp |
| Employer contribution / active EE | $1,636 | $6,841-76.1% | $6,419-74.5% | $4,299-62.0% |
| Participant deferral / active EE | $3,761 | $9,865-61.9% | $9,331-59.7% | $6,507-42.2% |
| Admin fee / account holder | $151 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |