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 | $8,538 | $135,952-93.7% | $123,892-93.1% | $273,961-96.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 4.27% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,029 | $5,170-80.1% | $4,617-77.7% | $4,869-78.9% |
| Participant deferral / active EE | $4,570 | $6,343-28.0% | $5,984-23.6% | $5,287-13.6% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |