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 | $8,568 | $135,952-93.7% | $123,892-93.1% | $273,961-96.9% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 13.16% | 56.63%-43.5pp | 47.52%-34.4pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,506 | $5,170-70.9% | $4,617-67.4% | $4,869-69.1% |
| Participant deferral / active EE | $2,597 | $6,343-59.1% | $5,984-56.6% | $5,287-50.9% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |