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 | $19,269 | $73,933-73.9% | $96,683-80.1% | $75,163-74.4% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 25.24% | 26.70%-1.5pp | 35.69%-10.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $2,417 | $2,928-17.4% | $3,737-35.3% | $2,670-9.5% |
| Participant deferral / active EE | $5,476 | $3,659+49.7% | $4,878+12.3% | $4,125+32.8% |
| Admin fee / account holder | $218 | $5,216-95.8% | $6,730-96.8% | $5,651-96.1% |