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 | $15,261 | $116,175-86.9% | $93,606-83.7% | $152,861-90.0% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 18.96% | 35.96%-17.0pp | 32.76%-13.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,282 | $3,218-60.2% | $2,718-52.8% | $4,762-73.1% |
| Participant deferral / active EE | $4,753 | $4,603+3.3% | $4,069+16.8% | $5,850-18.8% |
| Admin fee / account holder | $18 | $10,748-99.8% | $7,888-99.8% | $11,596-99.8% |