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 | $36,963 | $148,978-75.2% | $200,582-81.6% | $84,808-56.4% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 114.43% | 28.16%+86.3pp | 42.33%+72.1pp | 40.90%+73.5pp |
| Employer contribution / active EE | $4,989 | $4,815+3.6% | $6,419-22.3% | $2,631+89.6% |
| Participant deferral / active EE | $8,394 | $7,142+17.5% | $9,331-10.0% | $4,212+99.3% |
| Admin fee / account holder | $61 | $13,977-99.6% | $16,305-99.6% | $7,344-99.2% |