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 | $23,184 | $102,317-77.3% | $146,958-84.2% | $80,856-71.3% |
| Participation rate | 73.2% | 75.8%-2.7pp | 82.2%-9.0pp | 67.6%+5.5pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,888 | $3,713-49.2% | $4,933-61.7% | $2,755-31.5% |
| Participant deferral / active EE | $3,666 | $6,644-44.8% | $8,070-54.6% | $4,296-14.7% |
| Admin fee / account holder | $202 | $7,941-97.5% | $12,998-98.4% | $6,918-97.1% |