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 | $40,152 | $138,347-71.0% | $184,203-78.2% | $80,856-50.3% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.6%+5.4pp |
| Annual return | 57.40% | 20.02%+37.4pp | 28.81%+28.6pp | 35.59%+21.8pp |
| Employer contribution / active EE | $1,941 | $4,850-60.0% | $6,427-69.8% | $2,755-29.6% |
| Participant deferral / active EE | $4,790 | $7,071-32.3% | $9,131-47.5% | $4,296+11.5% |
| Admin fee / account holder | $122 | $10,483-98.8% | $13,901-99.1% | $6,918-98.2% |