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 9-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 | $13,202 | $52,836-75.0% | $105,738-87.5% | $64,186-79.4% |
| Participation rate | 73.5% | 66.5%+7.0pp | 76.3%-2.8pp | 69.6%+4.0pp |
| Annual return | -4.29% | 14.30%-18.6pp | 6.27%-10.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,916 | $1,827+4.9% | $3,268-41.4% | $2,381-19.5% |
| Participant deferral / active EE | $2,734 | $2,545+7.4% | $4,080-33.0% | $3,470-21.2% |
| Admin fee / account holder | $299 | $3,959-92.4% | $6,913-95.7% | $4,888-93.9% |