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 | $14,179 | $153,772-90.8% | $133,980-89.4% | $273,961-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.51% | 36.51%-17.0pp | 29.30%-9.8pp | 41.45%-21.9pp |
| Employer contribution / active EE | $1,567 | $6,029-74.0% | $5,211-69.9% | $4,869-67.8% |
| Participant deferral / active EE | $5,274 | $6,958-24.2% | $6,282-16.0% | $5,287-0.2% |
| Admin fee / account holder | $207 | $11,765-98.2% | $9,324-97.8% | $10,132-98.0% |