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 | $8,488 | $45,073-81.2% | $69,455-87.8% | $72,985-88.4% |
| Participation rate | 75.5% | 68.5%+7.0pp | 74.6%+0.9pp | 69.5%+6.0pp |
| Annual return | 34.52% | 22.65%+11.9pp | 28.97%+5.6pp | 81.00%-46.5pp |
| Employer contribution / active EE | $717 | $2,054-65.1% | $2,779-74.2% | $2,440-70.6% |
| Participant deferral / active EE | $1,564 | $2,602-39.9% | $3,535-55.8% | $3,607-56.6% |
| Admin fee / account holder | $177 | $3,056-94.2% | $3,839-95.4% | $5,124-96.5% |