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 | $23,373 | $140,588-83.4% | $123,104-81.0% | $125,391-81.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 0.75% | 16.80%-16.0pp | 13.22%-12.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,460 | $6,041-75.8% | $5,151-71.7% | $4,866-70.0% |
| Participant deferral / active EE | $6,065 | $6,980-13.1% | $6,230-2.6% | $5,352+13.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |