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 | $9,052 | $54,762-83.5% | $90,281-90.0% | $72,985-87.6% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 21.38% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,396 | $2,887-51.6% | $3,885-64.1% | $3,607-61.3% |
| Admin fee / account holder | $104 | $3,972-97.4% | $5,351-98.1% | $5,124-98.0% |