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 | $19,728 | $68,346-71.1% | $94,646-79.2% | $75,163-73.8% |
| Participation rate | 97.2% | 76.1%+21.1pp | 80.8%+16.4pp | 67.2%+30.0pp |
| Annual return | 29.95% | 616.93%-587.0pp | 156.71%-126.8pp | 160.62%-130.7pp |
| Employer contribution / active EE | $2,542 | $2,701-5.9% | $3,672-30.8% | $2,670-4.8% |
| Participant deferral / active EE | $5,628 | $6,537-13.9% | $7,418-24.1% | $4,125+36.4% |
| Admin fee / account holder | $213 | $5,326-96.0% | $7,231-97.1% | $5,651-96.2% |