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 | $16,363 | $65,365-75.0% | $92,893-82.4% | $72,985-77.6% |
| Participation rate | 73.9% | 68.3%+5.6pp | 76.0%-2.1pp | 69.5%+4.4pp |
| Annual return | 22.86% | 42.10%-19.2pp | 109.41%-86.6pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,638 | $2,594-36.9% | $3,653-55.2% | $2,440-32.9% |
| Participant deferral / active EE | $2,366 | $3,128-24.4% | $4,236-44.1% | $3,607-34.4% |
| Admin fee / account holder | $219 | $4,251-94.9% | $5,794-96.2% | $5,124-95.7% |