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 | $10,708 | $84,233-87.3% | $170,442-93.7% | $70,131-84.7% |
| Participation rate | 94.8% | 70.8%+24.0pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 20.31% | 23.06%-2.8pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,037 | $3,387-39.9% | $5,433-62.5% | $2,342-13.0% |
| Participant deferral / active EE | $2,762 | $3,086-10.5% | $4,939-44.1% | $3,332-17.1% |
| Admin fee / account holder | $131 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |