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 5-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 | $15,552 | $80,968-80.8% | $96,544-83.9% | $75,163-79.3% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 28.24% | 27.06%+1.2pp | 25.84%+2.4pp | 160.62%-132.4pp |
| Employer contribution / active EE | $2,015 | $2,282-11.7% | $2,965-32.0% | $2,670-24.5% |
| Participant deferral / active EE | $3,191 | $3,928-18.8% | $4,851-34.2% | $4,125-22.6% |
| Admin fee / account holder | $94 | $6,724-98.6% | $8,252-98.9% | $5,651-98.3% |