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 | $10,290 | $88,707-88.4% | $74,183-86.1% | $273,961-96.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,065 | $3,159-66.3% | $2,370-55.1% | $4,869-78.1% |
| Participant deferral / active EE | $1,352 | $4,212-67.9% | $3,550-61.9% | $5,287-74.4% |
| Admin fee / account holder | $233 | $8,717-97.3% | $5,586-95.8% | $10,132-97.7% |