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 | $8,193 | $99,341-91.8% | $84,750-90.3% | $273,961-97.0% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $674 | $4,214-84.0% | $3,574-81.1% | $4,869-86.2% |
| Participant deferral / active EE | $6,290 | $4,269+47.3% | $3,712+69.5% | $5,287+19.0% |
| Admin fee / account holder | $77 | $6,644-98.8% | $5,332-98.6% | $10,132-99.2% |