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 | $4,460 | $45,035-90.1% | $62,995-92.9% | $70,131-93.6% |
| Participation rate | 77.0% | 69.5%+7.5pp | 74.8%+2.2pp | 69.5%+7.5pp |
| Annual return | 14.85% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $406 | $2,051-80.2% | $2,759-85.3% | $2,342-82.7% |
| Participant deferral / active EE | $882 | $2,465-64.2% | $3,329-73.5% | $3,332-73.5% |
| Admin fee / account holder | $43 | $2,834-98.5% | $3,600-98.8% | $4,645-99.1% |