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 5-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 | $8,789 | $110,257-92.0% | $96,544-90.9% | $139,434-93.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 26.25% | 26.32%-0.1pp | 25.84%+0.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,333 | $3,620-63.2% | $2,965-55.1% | $4,751-72.0% |
| Participant deferral / active EE | $2,153 | $5,548-61.2% | $4,851-55.6% | $6,710-67.9% |
| Admin fee / account holder | $32 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |