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 | $16,006 | $98,240-83.7% | $82,313-80.6% | $147,584-89.2% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 10.39% | 30.85%-20.5pp | 25.88%-15.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,226 | $3,192-61.6% | $2,428-49.5% | $4,876-74.9% |
| Participant deferral / active EE | $2,100 | $4,383-52.1% | $3,706-43.3% | $5,439-61.4% |
| Admin fee / account holder | $79 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |