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 | $7,316 | $107,334-93.2% | $92,893-92.1% | $152,861-95.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 23.35% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,212 | $4,221+23.5% | $3,653+42.7% | $4,762+9.4% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $97 | $7,079-98.6% | $5,794-98.3% | $11,596-99.2% |