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 | $20,845 | $103,376-79.8% | $87,100-76.1% | $152,861-86.4% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.9%+17.2pp | 82.4%+11.7pp |
| Annual return | 18.74% | 28.10%-9.4pp | 28.19%-9.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,126 | $3,220-65.0% | $2,521-55.4% | $4,762-76.4% |
| Participant deferral / active EE | $2,369 | $4,778-50.4% | $4,049-41.5% | $5,850-59.5% |
| Admin fee / account holder | $253 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |