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 | $9,227 | $39,122-76.4% | $57,179-83.9% | $62,891-85.3% |
| Participation rate | 97.7% | 70.5%+27.2pp | 75.3%+22.4pp | 69.3%+28.4pp |
| Annual return | 5.55% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $824 | $1,874-56.0% | $2,682-69.3% | $2,281-63.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |