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 | $8,438 | $99,341-91.5% | $84,750-90.0% | $273,961-96.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 12.14% | 22.93%-10.8pp | 22.78%-10.6pp | 41.45%-29.3pp |
| Employer contribution / active EE | $992 | $4,214-76.5% | $3,574-72.2% | $4,869-79.6% |
| Participant deferral / active EE | $2,769 | $4,269-35.1% | $3,712-25.4% | $5,287-47.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |