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 | $20,588 | $181,894-88.7% | $156,549-86.8% | $273,961-92.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.04% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,792 | $6,248-71.3% | $5,501-67.4% | $4,869-63.2% |
| Participant deferral / active EE | $4,760 | $5,550-14.2% | $4,871-2.3% | $5,287-10.0% |
| Admin fee / account holder | $158 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |