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 | $7,297 | $107,334-93.2% | $92,893-92.1% | $152,861-95.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 35.13% | 145.58%-110.4pp | 109.41%-74.3pp | 345.32%-310.2pp |
| Employer contribution / active EE | $1,659 | $4,221-60.7% | $3,653-54.6% | $4,762-65.2% |
| Participant deferral / active EE | $1,997 | $4,845-58.8% | $4,236-52.9% | $5,850-65.9% |
| Admin fee / account holder | $193 | $7,079-97.3% | $5,794-96.7% | $11,596-98.3% |