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 | $20,262 | $109,413-81.5% | $156,263-87.0% | $84,808-76.1% |
| Participation rate | 77.3% | 72.7%+4.6pp | 78.9%-1.6pp | 68.3%+9.0pp |
| Annual return | 21.18% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,091 | $2,907-28.1% | $4,333-51.7% | $2,631-20.5% |
| Participant deferral / active EE | $4,284 | $4,590-6.7% | $6,158-30.4% | $4,212+1.7% |
| Admin fee / account holder | $91 | $9,357-99.0% | $14,255-99.4% | $7,344-98.8% |