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 | $8,275 | $142,405-94.2% | $115,157-92.8% | $152,861-94.6% |
| Participation rate | 73.3% | 82.4%-9.0pp | 75.9%-2.6pp | 82.4%-9.1pp |
| Annual return | 12.03% | 41.48%-29.4pp | 35.60%-23.6pp | 345.32%-333.3pp |
| Employer contribution / active EE | $1,383 | $4,010-65.5% | $3,179-56.5% | $4,762-71.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $164 | $8,462-98.1% | $7,088-97.7% | $11,596-98.6% |