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 6-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 | $17,081 | $46,869-63.6% | $122,332-86.0% | $70,131-75.6% |
| Participation rate | 92.3% | 58.2%+34.1pp | 71.6%+20.7pp | 69.5%+22.8pp |
| Annual return | 14.55% | 24.22%-9.7pp | 30.27%-15.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,604 | $2,166-26.0% | $3,287-51.2% | $3,332-51.9% |
| Admin fee / account holder | $164 | $3,322-95.1% | $5,478-97.0% | $4,645-96.5% |