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 | $12,313 | $96,484-87.2% | $75,886-83.8% | $152,861-91.9% |
| Participation rate | 76.2% | 76.2%0pp | 69.3%+6.9pp | 82.4%-6.3pp |
| Annual return | 24.20% | 33.98%-9.8pp | 30.76%-6.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,837 | $3,309-44.5% | $2,500-26.5% | $4,762-61.4% |
| Participant deferral / active EE | $3,676 | $4,553-19.3% | $3,603+2.0% | $5,850-37.2% |
| Admin fee / account holder | $133 | $8,078-98.4% | $5,418-97.5% | $11,596-98.9% |