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 5-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 | $9,782 | $80,968-87.9% | $96,544-89.9% | $75,163-87.0% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 25.23% | 27.06%-1.8pp | 25.84%-0.6pp | 160.62%-135.4pp |
| Employer contribution / active EE | $1,295 | $2,282-43.2% | $2,965-56.3% | $2,670-51.5% |
| Participant deferral / active EE | $2,400 | $3,928-38.9% | $4,851-50.5% | $4,125-41.8% |
| Admin fee / account holder | $12 | $6,724-99.8% | $8,252-99.9% | $5,651-99.8% |