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 8-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 | $10,206 | $43,327-76.4% | $59,878-83.0% | $64,186-84.1% |
| Participation rate | 80.6% | 69.2%+11.4pp | 74.7%+5.9pp | 69.6%+11.0pp |
| Annual return | 84.94% | -1.55%+86.5pp | 3.46%+81.5pp | 7.63%+77.3pp |
| Employer contribution / active EE | $1,662 | $2,028-18.1% | $2,722-38.9% | $2,381-30.2% |
| Participant deferral / active EE | $2,373 | $2,546-6.8% | $3,402-30.2% | $3,470-31.6% |
| Admin fee / account holder | $281 | $3,005-90.7% | $3,590-92.2% | $4,888-94.3% |