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 | $12,118 | $99,341-87.8% | $84,750-85.7% | $273,961-95.6% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,462 | $4,214-65.3% | $3,574-59.1% | $4,869-70.0% |
| Participant deferral / active EE | $3,966 | $4,269-7.1% | $3,712+6.9% | $5,287-25.0% |
| Admin fee / account holder | $70 | $6,644-99.0% | $5,332-98.7% | $10,132-99.3% |