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 | $13,872 | $112,881-87.7% | $90,951-84.7% | $158,922-91.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 9.36% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $561 | $2,893-80.6% | $2,122-73.6% | $4,761-88.2% |
| Participant deferral / active EE | $1,121 | $4,128-72.8% | $3,373-66.8% | $5,982-81.3% |
| Admin fee / account holder | $108 | $8,041-98.7% | $5,959-98.2% | $11,246-99.0% |