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 | $24,439 | $109,881-77.8% | $150,045-83.7% | $84,808-71.2% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 38.33% | 28.25%+10.1pp | 62.55%-24.2pp | 40.90%-2.6pp |
| Employer contribution / active EE | $5,023 | $3,561+41.1% | $4,693+7.0% | $2,631+90.9% |
| Participant deferral / active EE | $8,995 | $6,636+35.6% | $7,997+12.5% | $4,212+113.6% |
| Admin fee / account holder | $16 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |