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 | $2,029 | $69,518-97.1% | $59,878-96.6% | $135,375-98.5% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.7%+3.6pp | 82.6%-4.4pp |
| Annual return | 10.30% | 7.94%+2.4pp | 3.46%+6.8pp | 519.73%-509.4pp |
| Employer contribution / active EE | $840 | $3,235-74.0% | $2,722-69.1% | $4,779-82.4% |
| Participant deferral / active EE | $1,103 | $4,206-73.8% | $3,402-67.6% | $5,609-80.3% |
| Admin fee / account holder | $157 | $5,734-97.3% | $3,590-95.6% | $10,827-98.6% |