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 10-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 | $21,366 | $79,944-73.3% | $98,439-78.3% | $75,163-71.6% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 33.80% | 19.75%+14.0pp | 21.16%+12.6pp | 160.62%-126.8pp |
| Employer contribution / active EE | $1,662 | $2,264-26.6% | $3,048-45.5% | $2,670-37.7% |
| Participant deferral / active EE | $2,925 | $3,752-22.0% | $4,738-38.3% | $4,125-29.1% |
| Admin fee / account holder | $112 | $6,840-98.4% | $8,948-98.8% | $5,651-98.0% |