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 | $24,573 | $181,894-86.5% | $156,549-84.3% | $273,961-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.55% | 30.74%-18.2pp | 32.23%-19.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,881 | $6,248-69.9% | $5,501-65.8% | $4,869-61.4% |
| Participant deferral / active EE | $9,857 | $5,550+77.6% | $4,871+102.4% | $5,287+86.4% |
| Admin fee / account holder | $15 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |