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 | $14,808 | $104,251-85.8% | $91,001-83.7% | $147,584-90.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 21.72% | 27.06%-5.3pp | 4.60%+17.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,869 | $3,116-40.0% | $2,456-23.9% | $4,876-61.7% |
| Participant deferral / active EE | $2,905 | $4,195-30.7% | $3,547-18.1% | $5,439-46.6% |
| Admin fee / account holder | $186 | $8,948-97.9% | $5,417-96.6% | $10,885-98.3% |