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 | $7,760 | $45,073-82.8% | $69,455-88.8% | $72,985-89.4% |
| Participation rate | 96.5% | 68.5%+28.0pp | 74.6%+21.9pp | 69.5%+27.0pp |
| Annual return | 19.55% | 22.65%-3.1pp | 28.97%-9.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $606 | $2,054-70.5% | $2,779-78.2% | $2,440-75.2% |
| Participant deferral / active EE | $884 | $2,602-66.0% | $3,535-75.0% | $3,607-75.5% |
| Admin fee / account holder | $123 | $3,056-96.0% | $3,839-96.8% | $5,124-97.6% |