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 | $9,678 | $46,869-79.4% | $122,332-92.1% | $70,131-86.2% |
| Participation rate | 96.3% | 58.2%+38.1pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 13.72% | 24.22%-10.5pp | 30.27%-16.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,424 | $1,288+88.2% | $4,050-40.2% | $2,342+3.5% |
| Participant deferral / active EE | $2,221 | $2,166+2.5% | $3,287-32.4% | $3,332-33.3% |
| Admin fee / account holder | $106 | $3,322-96.8% | $5,478-98.1% | $4,645-97.7% |