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 | $11,912 | $86,929-86.3% | $102,423-88.4% | $80,856-85.3% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 15.50% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,029 | $2,369-14.4% | $3,023-32.9% | $2,755-26.4% |
| Participant deferral / active EE | $2,645 | $4,118-35.8% | $5,053-47.6% | $4,296-38.4% |
| Admin fee / account holder | $222 | $8,049-97.2% | $9,451-97.7% | $6,918-96.8% |