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 | $15,403 | $103,376-85.1% | $87,100-82.3% | $152,861-89.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.18% | 28.10%+0.1pp | 28.19%0pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,843 | $3,220-11.7% | $2,521+12.8% | $4,762-40.3% |
| Participant deferral / active EE | $3,527 | $4,778-26.2% | $4,049-12.9% | $5,850-39.7% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |