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 | $7,705 | $105,126-92.7% | $94,646-91.9% | $139,434-94.5% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 38.73% | 38.03%+0.7pp | 156.71%-118.0pp | 372.94%-334.2pp |
| Employer contribution / active EE | $1,771 | $4,106-56.9% | $3,672-51.8% | $4,751-62.7% |
| Participant deferral / active EE | $2,290 | $7,599-69.9% | $7,418-69.1% | $6,710-65.9% |
| Admin fee / account holder | $7 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |