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 7-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 | $9,557 | $95,803-90.0% | $113,168-91.6% | $84,808-88.7% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 20.67% | 25.00%-4.3pp | 24.27%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,363 | $2,360-42.2% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $2,369 | $4,242-44.2% | $5,107-53.6% | $4,212-43.8% |
| Admin fee / account holder | $209 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |