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 | $12,523 | $85,766-85.4% | $136,294-90.8% | $70,131-82.1% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 23.43% | 31.45%-8.0pp | 5155.94%-5132.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,695-56.9% | $2,342-13.6% |
| Participant deferral / active EE | $3,148 | $5,051-37.7% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $277 | $5,420-94.9% | $9,243-97.0% | $4,645-94.0% |