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 | $43,127 | $148,978-71.1% | $200,582-78.5% | $84,808-49.1% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 17.09% | 28.16%-11.1pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,377 | $4,815-50.6% | $6,419-63.0% | $2,631-9.6% |
| Participant deferral / active EE | $3,734 | $7,142-47.7% | $9,331-60.0% | $4,212-11.3% |
| Admin fee / account holder | $18 | $13,977-99.9% | $16,305-99.9% | $7,344-99.8% |