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 | $22,856 | $72,492-68.5% | $87,100-73.8% | $72,985-68.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 22.03% | 24.46%-2.4pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,348 | $1,894-28.8% | $2,521-46.5% | $2,440-44.8% |
| Participant deferral / active EE | $2,068 | $3,270-36.8% | $4,049-48.9% | $3,607-42.7% |
| Admin fee / account holder | $289 | $5,055-94.3% | $7,497-96.1% | $5,124-94.4% |