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 | $12,113 | $46,869-74.2% | $122,332-90.1% | $70,131-82.7% |
| Participation rate | 82.1% | 58.2%+24.0pp | 71.6%+10.5pp | 69.5%+12.6pp |
| Annual return | 16.31% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,244 | $1,288-3.4% | $4,050-69.3% | $2,342-46.9% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $121 | $3,322-96.4% | $5,478-97.8% | $4,645-97.4% |