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 | $15,728 | $86,929-81.9% | $102,423-84.6% | $80,856-80.5% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 24.27% | 18.88%+5.4pp | 29.32%-5.1pp | 35.59%-11.3pp |
| Employer contribution / active EE | $3,329 | $2,369+40.5% | $3,023+10.1% | $2,755+20.8% |
| Participant deferral / active EE | $6,265 | $4,118+52.1% | $5,053+24.0% | $4,296+45.8% |
| Admin fee / account holder | $173 | $8,049-97.8% | $9,451-98.2% | $6,918-97.5% |