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 | $17,852 | $67,411-73.5% | $91,001-80.4% | $70,131-74.5% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 19.77% | -40.16%+59.9pp | 4.60%+15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,719 | $1,786-3.7% | $2,456-30.0% | $2,342-26.6% |
| Participant deferral / active EE | $2,498 | $2,823-11.5% | $3,547-29.6% | $3,332-25.0% |
| Admin fee / account holder | $291 | $4,236-93.1% | $5,417-94.6% | $4,645-93.7% |