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 | $18,280 | $93,571-80.5% | $135,903-86.5% | $75,163-75.7% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 36.60% | 30.90%+5.7pp | 68.23%-31.6pp | 160.62%-124.0pp |
| Employer contribution / active EE | $3,710 | $3,537+4.9% | $4,856-23.6% | $2,670+39.0% |
| Participant deferral / active EE | $6,713 | $6,404+4.8% | $7,758-13.5% | $4,125+62.7% |
| Admin fee / account holder | $137 | $6,975-98.0% | $10,762-98.7% | $5,651-97.6% |