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 7-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 | $14,749 | $72,277-79.6% | $101,248-85.4% | $79,858-81.5% |
| Participation rate | 77.4% | 68.5%+9.0pp | 75.8%+1.6pp | 69.6%+7.8pp |
| Annual return | 41.06% | 22.30%+18.8pp | 46.47%-5.4pp | 31.71%+9.3pp |
| Employer contribution / active EE | $1,614 | $2,692-40.0% | $3,660-55.9% | $2,471-34.7% |
| Participant deferral / active EE | $4,434 | $3,282+35.1% | $4,370+1.5% | $3,740+18.5% |
| Admin fee / account holder | $93 | $4,400-97.9% | $5,945-98.4% | $5,306-98.2% |