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 | $14,584 | $65,041-77.6% | $90,951-84.0% | $79,858-81.7% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 21.93% | 30.45%-8.5pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,152 | $1,247-7.6% | $2,122-45.7% | $2,471-53.4% |
| Participant deferral / active EE | $2,168 | $2,512-13.7% | $3,373-35.7% | $3,740-42.0% |
| Admin fee / account holder | $66 | $4,536-98.5% | $5,959-98.9% | $5,306-98.8% |