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 | $26,596 | $81,208-67.2% | $98,907-73.1% | $79,858-66.7% |
| Participation rate | 73.1% | 72.5%+0.6pp | 76.0%-2.9pp | 69.6%+3.4pp |
| Annual return | 12.72% | 60.99%-48.3pp | 196.43%-183.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $777 | $1,960-60.4% | $2,689-71.1% | $2,471-68.6% |
| Participant deferral / active EE | $1,623 | $3,265-50.3% | $4,244-61.8% | $3,740-56.6% |
| Admin fee / account holder | $201 | $6,013-96.7% | $6,642-97.0% | $5,306-96.2% |