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 | $14,791 | $101,724-85.5% | $164,813-91.0% | $80,856-81.7% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.7pp | 67.6%+8.2pp |
| Annual return | 19.93% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,762 | $2,953-40.3% | $4,341-59.4% | $2,755-36.0% |
| Participant deferral / active EE | $3,416 | $4,477-23.7% | $6,031-43.4% | $4,296-20.5% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |