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 7-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 | $11,092 | $59,839-81.5% | $81,983-86.5% | $79,858-86.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 17.73% | 17.56%+0.2pp | 41.31%-23.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,071 | $1,713+20.9% | $2,498-17.1% | $2,471-16.2% |
| Participant deferral / active EE | $2,478 | $2,695-8.0% | $3,722-33.4% | $3,740-33.7% |
| Admin fee / account holder | $292 | $4,287-93.2% | $5,664-94.8% | $5,306-94.5% |