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 | $14,046 | $74,927-81.3% | $101,794-86.2% | $84,808-83.4% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.2%+3.3pp | 68.3%+4.2pp |
| Annual return | 18.57% | 18.70%-0.1pp | 30.53%-12.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,714 | $1,522+12.6% | $2,289-25.1% | $2,631-34.9% |
| Participant deferral / active EE | $3,042 | $3,099-1.9% | $4,084-25.5% | $4,212-27.8% |
| Admin fee / account holder | $206 | $6,514-96.8% | $8,777-97.7% | $7,344-97.2% |