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 8-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 | $16,997 | $65,365-74.0% | $92,893-81.7% | $72,985-76.7% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.0%-4.2pp | 69.5%+2.3pp |
| Annual return | 35.36% | 42.10%-6.7pp | 109.41%-74.1pp | 81.00%-45.6pp |
| Employer contribution / active EE | $2,165 | $2,594-16.6% | $3,653-40.7% | $2,440-11.3% |
| Participant deferral / active EE | $3,985 | $3,128+27.4% | $4,236-5.9% | $3,607+10.5% |
| Admin fee / account holder | $191 | $4,251-95.5% | $5,794-96.7% | $5,124-96.3% |