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 | $10,616 | $101,069-89.5% | $81,478-87.0% | $147,584-92.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 27.70% | 32.40%-4.7pp | 38.78%-11.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $1,635 | $3,205-49.0% | $2,568-36.3% | $4,876-66.5% |
| Participant deferral / active EE | $2,459 | $4,242-42.0% | $3,537-30.5% | $5,439-54.8% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |