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 | $25,990 | $167,483-84.5% | $115,752-77.5% | $147,584-82.4% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 82.8%+9.5pp |
| Annual return | 11.09% | 12.11%-1.0pp | 19.41%-8.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,286 | $4,960-74.1% | $3,492-63.2% | $4,876-73.6% |
| Participant deferral / active EE | $5,270 | $7,037-25.1% | $5,204+1.3% | $5,439-3.1% |
| Admin fee / account holder | $211 | $13,069-98.4% | $6,278-96.6% | $10,885-98.1% |