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 | $9,204 | $99,341-90.7% | $84,750-89.1% | $273,961-96.6% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 13.64% | 22.93%-9.3pp | 22.78%-9.1pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,260 | $4,214-70.1% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $4,424 | $4,269+3.6% | $3,712+19.2% | $5,287-16.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |