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 4-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 | $9,483 | $68,719-86.2% | $91,541-89.6% | $84,808-88.8% |
| Participation rate | 85.2% | 64.5%+20.7pp | 69.8%+15.4pp | 68.3%+16.9pp |
| Annual return | 19.21% | 19.12%+0.1pp | 20.50%-1.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $579 | $1,920-69.9% | $2,505-76.9% | $2,631-78.0% |
| Participant deferral / active EE | $1,658 | $3,136-47.1% | $4,008-58.6% | $4,212-60.6% |
| Admin fee / account holder | $225 | $5,786-96.1% | $6,956-96.8% | $7,344-96.9% |