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 | $22,072 | $72,492-69.6% | $87,100-74.7% | $72,985-69.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.17% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,982 | $1,894+4.7% | $2,521-21.4% | $2,440-18.8% |
| Participant deferral / active EE | $1,599 | $3,270-51.1% | $4,049-60.5% | $3,607-55.7% |
| Admin fee / account holder | $120 | $5,055-97.6% | $7,497-98.4% | $5,124-97.7% |