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 | $12,192 | $102,828-88.1% | $105,387-88.4% | $152,861-92.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 15.81% | 20.85%-5.0pp | 26.82%-11.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $101 | $8,683-98.8% | $6,559-98.5% | $11,596-99.1% |