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 3-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 | $33,509 | $148,978-77.5% | $200,582-83.3% | $84,808-60.5% |
| Participation rate | 90.9% | 84.2%+6.7pp | 86.9%+4.0pp | 68.3%+22.6pp |
| Annual return | 26.22% | 28.16%-1.9pp | 42.33%-16.1pp | 40.90%-14.7pp |
| Employer contribution / active EE | $3,605 | $4,815-25.1% | $6,419-43.8% | $2,631+37.0% |
| Participant deferral / active EE | $5,014 | $7,142-29.8% | $9,331-46.3% | $4,212+19.1% |
| Admin fee / account holder | $78 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |