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 | $15,734 | $71,050-77.9% | $93,606-83.2% | $80,856-80.5% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.8pp |
| Annual return | 14.90% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,171 | $1,564+38.8% | $2,420-10.3% | $2,755-21.2% |
| Participant deferral / active EE | $2,896 | $4,034-28.2% | $4,411-34.3% | $4,296-32.6% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |