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 4-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 | $11,062 | $81,460-86.4% | $103,333-89.3% | $80,856-86.3% |
| Participation rate | 80.9% | 66.8%+14.0pp | 74.5%+6.3pp | 67.6%+13.2pp |
| Annual return | 14.17% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,240 | $3,105-60.1% | $3,868-68.0% | $2,755-55.0% |
| Participant deferral / active EE | $2,190 | $3,869-43.4% | $5,057-56.7% | $4,296-49.0% |
| Admin fee / account holder | $124 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |