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 | $14,945 | $74,927-80.1% | $101,794-85.3% | $84,808-82.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.81% | 18.70%+3.1pp | 30.53%-8.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,988 | $1,522+30.7% | $2,289-13.1% | $2,631-24.4% |
| Participant deferral / active EE | $3,400 | $3,099+9.7% | $4,084-16.7% | $4,212-19.3% |
| Admin fee / account holder | $24 | $6,514-99.6% | $8,777-99.7% | $7,344-99.7% |