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 4-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 | $21,939 | $80,968-72.9% | $96,544-77.3% | $75,163-70.8% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 145.89% | 27.06%+118.8pp | 25.84%+120.1pp | 160.62%-14.7pp |
| Employer contribution / active EE | $2,440 | $2,282+6.9% | $2,965-17.7% | $2,670-8.6% |
| Participant deferral / active EE | $4,235 | $3,928+7.8% | $4,851-12.7% | $4,125+2.7% |
| Admin fee / account holder | $290 | $6,724-95.7% | $8,252-96.5% | $5,651-94.9% |