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 | $9,530 | $64,348-85.2% | $90,160-89.4% | $70,131-86.4% |
| Participation rate | 73.9% | 70.4%+3.5pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 24.71% | 28.13%-3.4pp | 34.88%-10.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,135 | $4,389-28.6% | $5,288-40.7% | $3,332-5.9% |
| Admin fee / account holder | $165 | $3,944-95.8% | $5,943-97.2% | $4,645-96.4% |