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 | $8,833 | $49,915-82.3% | $154,803-94.3% | $74,304-88.1% |
| Participation rate | 80.8% | 54.0%+26.9pp | 78.1%+2.8pp | 60.3%+20.5pp |
| Annual return | 14.50% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $629 | $1,611-61.0% | $4,305-85.4% | $2,241-71.9% |
| Participant deferral / active EE | $771 | $2,255-65.8% | $5,540-86.1% | $3,767-79.5% |
| Admin fee / account holder | $191 | $2,189-91.3% | $14,329-98.7% | $2,969-93.6% |