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 | $17,876 | $95,803-81.3% | $113,168-84.2% | $84,808-78.9% |
| Participation rate | 85.3% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+17.0pp |
| Annual return | 17.60% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,105 | $2,360-53.2% | $2,975-62.9% | $2,631-58.0% |
| Participant deferral / active EE | $2,254 | $4,242-46.9% | $5,107-55.9% | $4,212-46.5% |
| Admin fee / account holder | $180 | $8,989-98.0% | $12,068-98.5% | $7,344-97.6% |