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 10-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 | $32,141 | $95,803-66.5% | $113,168-71.6% | $84,808-62.1% |
| Participation rate | 74.1% | 72.9%+1.2pp | 76.6%-2.5pp | 68.3%+5.8pp |
| Annual return | 17.80% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,348 | $2,360-0.5% | $2,975-21.1% | $2,631-10.7% |
| Participant deferral / active EE | $4,587 | $4,242+8.1% | $5,107-10.2% | $4,212+8.9% |
| Admin fee / account holder | $204 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |