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 | $15,490 | $109,881-85.9% | $150,045-89.7% | $84,808-81.7% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 32.17% | 28.25%+3.9pp | 62.55%-30.4pp | 40.90%-8.7pp |
| Employer contribution / active EE | $3,076 | $3,561-13.6% | $4,693-34.4% | $2,631+16.9% |
| Participant deferral / active EE | $3,296 | $6,636-50.3% | $7,997-58.8% | $4,212-21.7% |
| Admin fee / account holder | $25 | $8,568-99.7% | $13,435-99.8% | $7,344-99.7% |