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 | $23,088 | $58,828-60.8% | $77,999-70.4% | $62,891-63.3% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 16.75% | 17.16%-0.4pp | 425.96%-409.2pp | 20.14%-3.4pp |
| Employer contribution / active EE | $2,278 | $1,672+36.3% | $2,470-7.8% | $2,281-0.1% |
| Participant deferral / active EE | $7,225 | $2,686+169.1% | $3,497+106.6% | $3,203+125.6% |
| Admin fee / account holder | $10 | $4,393-99.8% | $5,480-99.8% | $4,296-99.8% |