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 8-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 | $8,810 | $45,073-80.5% | $69,455-87.3% | $72,985-87.9% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.6%+3.2pp | 69.5%+8.3pp |
| Annual return | 24.53% | 22.65%+1.9pp | 28.97%-4.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $436 | $2,054-78.8% | $2,779-84.3% | $2,440-82.1% |
| Participant deferral / active EE | $3,244 | $2,602+24.7% | $3,535-8.3% | $3,607-10.1% |
| Admin fee / account holder | $86 | $3,056-97.2% | $3,839-97.8% | $5,124-98.3% |