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 | $16,777 | $215,361-92.2% | $171,082-90.2% | $273,961-93.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 31.86% | 25.14%+6.7pp | 32.56%-0.7pp | 41.45%-9.6pp |
| Employer contribution / active EE | $1,792 | $4,967-63.9% | $4,002-55.2% | $4,869-63.2% |
| Participant deferral / active EE | $2,755 | $5,543-50.3% | $4,797-42.6% | $5,287-47.9% |
| Admin fee / account holder | $239 | $10,846-97.8% | $8,520-97.2% | $10,132-97.6% |