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 | $9,201 | $99,341-90.7% | $84,750-89.1% | $273,961-96.6% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 9.92% | 22.93%-13.0pp | 22.78%-12.9pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,183 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $2,596 | $4,269-39.2% | $3,712-30.1% | $5,287-50.9% |
| Admin fee / account holder | $141 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |