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 | $11,679 | $65,365-82.1% | $92,893-87.4% | $72,985-84.0% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 29.12% | 42.10%-13.0pp | 109.41%-80.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $759 | $2,594-70.7% | $3,653-79.2% | $2,440-68.9% |
| Participant deferral / active EE | $2,349 | $3,128-24.9% | $4,236-44.5% | $3,607-34.9% |
| Admin fee / account holder | $131 | $4,251-96.9% | $5,794-97.7% | $5,124-97.4% |