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 | $19,704 | $78,422-74.9% | $95,952-79.5% | $79,858-75.3% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+20.9pp |
| Annual return | 14.57% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,417 | $1,945-27.1% | $2,541-44.2% | $2,471-42.6% |
| Participant deferral / active EE | $2,434 | $3,440-29.2% | $4,167-41.6% | $3,740-34.9% |
| Admin fee / account holder | $52 | $5,622-99.1% | $6,795-99.2% | $5,306-99.0% |