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 | $29,108 | $109,413-73.4% | $156,263-81.4% | $84,808-65.7% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 20.16% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,712 | $2,907-41.1% | $4,333-60.5% | $2,631-34.9% |
| Participant deferral / active EE | $4,315 | $4,590-6.0% | $6,158-29.9% | $4,212+2.5% |
| Admin fee / account holder | $288 | $9,357-96.9% | $14,255-98.0% | $7,344-96.1% |