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 9-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 | $36,867 | $109,359-66.3% | $162,163-77.3% | $72,985-49.5% |
| Participation rate | 82.1% | 84.3%-2.2pp | 87.6%-5.5pp | 69.5%+12.6pp |
| Annual return | 38.21% | 25.46%+12.8pp | 115.59%-77.4pp | 81.00%-42.8pp |
| Employer contribution / active EE | $3,006 | $3,907-23.1% | $5,614-46.5% | $2,440+23.2% |
| Participant deferral / active EE | $11,625 | $5,481+112.1% | $7,298+59.3% | $3,607+222.3% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |