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 | $17,934 | $72,492-75.3% | $87,100-79.4% | $72,985-75.4% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 27.74% | 24.46%+3.3pp | 28.19%-0.4pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,998 | $1,894+111.1% | $2,521+58.6% | $2,440+63.9% |
| Participant deferral / active EE | $3,067 | $3,270-6.2% | $4,049-24.2% | $3,607-15.0% |
| Admin fee / account holder | $197 | $5,055-96.1% | $7,497-97.4% | $5,124-96.1% |