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 | $7,554 | $107,334-93.0% | $92,893-91.9% | $152,861-95.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 30.64% | 145.58%-114.9pp | 109.41%-78.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,466 | $4,221-65.3% | $3,653-59.9% | $4,762-69.2% |
| Participant deferral / active EE | $1,687 | $4,845-65.2% | $4,236-60.2% | $5,850-71.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |