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 | $26,475 | $180,028-85.3% | $138,135-80.8% | $158,922-83.3% |
| Participation rate | 88.9% | 82.2%+6.7pp | 78.7%+10.2pp | 82.0%+6.9pp |
| Annual return | 11.78% | 21.68%-9.9pp | 20.51%-8.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,836 | $7,470-62.0% | $5,587-49.2% | $4,761-40.4% |
| Participant deferral / active EE | $4,500 | $7,717-41.7% | $6,431-30.0% | $5,982-24.8% |
| Admin fee / account holder | $144 | $17,912-99.2% | $11,856-98.8% | $11,246-98.7% |