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 5-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 | $19,137 | $73,933-74.1% | $96,683-80.2% | $75,163-74.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 43.99% | 26.70%+17.3pp | 35.69%+8.3pp | 160.62%-116.6pp |
| Employer contribution / active EE | $1,646 | $2,928-43.8% | $3,737-56.0% | $2,670-38.4% |
| Participant deferral / active EE | $4,390 | $3,659+20.0% | $4,878-10.0% | $4,125+6.4% |
| Admin fee / account holder | $160 | $5,216-96.9% | $6,730-97.6% | $5,651-97.2% |