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 4-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 | $17,382 | $175,202-90.1% | $149,673-88.4% | $139,434-87.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.12% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,341 | $5,474-57.2% | $4,818-51.4% | $4,751-50.7% |
| Participant deferral / active EE | $4,022 | $6,519-38.3% | $5,680-29.2% | $6,710-40.1% |
| Admin fee / account holder | $79 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |