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 | $12,644 | $153,772-91.8% | $133,980-90.6% | $273,961-95.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 12.41% | 36.51%-24.1pp | 29.30%-16.9pp | 41.45%-29.0pp |
| Employer contribution / active EE | $1,433 | $6,029-76.2% | $5,211-72.5% | $4,869-70.6% |
| Participant deferral / active EE | $3,328 | $6,958-52.2% | $6,282-47.0% | $5,287-37.1% |
| Admin fee / account holder | $15 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |