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 | $8,995 | $136,307-93.4% | $106,619-91.6% | $273,961-96.7% |
| Participation rate | 82.4% | 84.8%-2.4pp | 78.0%+4.4pp | 83.0%-0.7pp |
| Annual return | 16.30% | 11.05%+5.2pp | 9.42%+6.9pp | 41.45%-25.2pp |
| Employer contribution / active EE | $1,701 | $5,190-67.2% | $3,947-56.9% | $4,869-65.1% |
| Participant deferral / active EE | $3,748 | $4,969-24.6% | $3,930-4.6% | $5,287-29.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |