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 5-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 | $8,287 | $71,050-88.3% | $93,606-91.1% | $80,856-89.8% |
| Participation rate | 83.8% | 60.4%+23.4pp | 68.7%+15.1pp | 67.6%+16.2pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,325 | $1,564-15.3% | $2,420-45.3% | $2,755-51.9% |
| Participant deferral / active EE | $1,563 | $4,034-61.2% | $4,411-64.6% | $4,296-63.6% |
| Admin fee / account holder | $119 | $6,945-98.3% | $8,285-98.6% | $6,918-98.3% |