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 | $6,433 | $90,503-92.9% | $78,689-91.8% | $273,961-97.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.07% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,237 | $3,176-61.0% | $2,851-56.6% | $4,869-74.6% |
| Participant deferral / active EE | $2,545 | $3,901-34.8% | $3,517-27.6% | $5,287-51.9% |
| Admin fee / account holder | $290 | $5,263-94.5% | $4,510-93.6% | $10,132-97.1% |