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 | $16,776 | $80,968-79.3% | $96,544-82.6% | $75,163-77.7% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 27.36% | 27.06%+0.3pp | 25.84%+1.5pp | 160.62%-133.3pp |
| Employer contribution / active EE | $2,423 | $2,282+6.2% | $2,965-18.3% | $2,670-9.3% |
| Participant deferral / active EE | $7,471 | $3,928+90.2% | $4,851+54.0% | $4,125+81.1% |
| Admin fee / account holder | $184 | $6,724-97.3% | $8,252-97.8% | $5,651-96.7% |