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 | $13,845 | $140,578-90.2% | $100,671-86.2% | $125,391-89.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 70.7%+16.8pp | 83.2%+4.3pp |
| Annual return | 0.87% | 24.67%-23.8pp | 20.43%-19.6pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,363 | $5,965-43.6% | $4,012-16.2% | $4,866-30.9% |
| Participant deferral / active EE | $3,096 | $3,981-22.2% | $3,144-1.5% | $5,352-42.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |