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 | $7,825 | $67,606-88.4% | $82,313-90.5% | $70,131-88.8% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 13.34% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,250 | $1,755-28.8% | $2,428-48.5% | $2,342-46.7% |
| Participant deferral / active EE | $2,200 | $2,987-26.3% | $3,706-40.6% | $3,332-34.0% |
| Admin fee / account holder | $74 | $4,512-98.4% | $5,608-98.7% | $4,645-98.4% |