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 | $3,163 | $90,503-96.5% | $78,689-96.0% | $273,961-98.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 12.09% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $650 | $3,176-79.5% | $2,851-77.2% | $4,869-86.6% |
| Participant deferral / active EE | $791 | $3,901-79.7% | $3,517-77.5% | $5,287-85.0% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,132-99.6% |