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 | $7,614 | $53,596-85.8% | $90,645-91.6% | $64,186-88.1% |
| Participation rate | 97.4% | 64.5%+32.9pp | 74.0%+23.4pp | 69.6%+27.9pp |
| Annual return | 0.81% | 4.41%-3.6pp | 1.88%-1.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,549 | $1,503+3.1% | $2,532-38.8% | $2,381-34.9% |
| Participant deferral / active EE | $2,141 | $2,459-12.9% | $3,425-37.5% | $3,470-38.3% |
| Admin fee / account holder | $145 | $3,868-96.3% | $4,994-97.1% | $4,888-97.0% |