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 | $22,367 | $101,724-78.0% | $164,813-86.4% | $80,856-72.3% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 14.23% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,828 | $2,953-38.1% | $4,341-57.9% | $2,755-33.7% |
| Participant deferral / active EE | $2,258 | $4,477-49.6% | $6,031-62.6% | $4,296-47.4% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |