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 | $9,736 | $90,503-89.2% | $78,689-87.6% | $273,961-96.4% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,676 | $3,176-47.2% | $2,851-41.2% | $4,869-65.6% |
| Participant deferral / active EE | $5,614 | $3,901+43.9% | $3,517+59.6% | $5,287+6.2% |
| Admin fee / account holder | $108 | $5,263-98.0% | $4,510-97.6% | $10,132-98.9% |