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 4-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 | $21,917 | $109,881-80.1% | $150,045-85.4% | $84,808-74.2% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 33.07% | 28.25%+4.8pp | 62.55%-29.5pp | 40.90%-7.8pp |
| Employer contribution / active EE | $2,364 | $3,561-33.6% | $4,693-49.6% | $2,631-10.2% |
| Participant deferral / active EE | $5,024 | $6,636-24.3% | $7,997-37.2% | $4,212+19.3% |
| Admin fee / account holder | $104 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |