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 9-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 | $11,524 | $63,355-81.8% | $91,989-87.5% | $72,985-84.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 33.15% | 35.35%-2.2pp | 69.02%-35.9pp | 81.00%-47.9pp |
| Employer contribution / active EE | $941 | $2,116-55.5% | $3,452-72.8% | $2,440-61.5% |
| Participant deferral / active EE | $3,669 | $4,883-24.9% | $5,923-38.1% | $3,607+1.7% |
| Admin fee / account holder | $46 | $4,668-99.0% | $7,743-99.4% | $5,124-99.1% |