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 | $9,914 | $90,503-89.0% | $78,689-87.4% | $273,961-96.4% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 11.52% | 75.60%-64.1pp | 62.18%-50.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $719 | $3,176-77.4% | $2,851-74.8% | $4,869-85.2% |
| Participant deferral / active EE | $3,128 | $3,901-19.8% | $3,517-11.1% | $5,287-40.8% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |