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 | $8,215 | $103,376-92.1% | $87,100-90.6% | $152,861-94.6% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 35.58% | 28.10%+7.5pp | 28.19%+7.4pp | 345.32%-309.7pp |
| Employer contribution / active EE | $1,100 | $3,220-65.8% | $2,521-56.4% | $4,762-76.9% |
| Participant deferral / active EE | $2,638 | $4,778-44.8% | $4,049-34.8% | $5,850-54.9% |
| Admin fee / account holder | $130 | $12,205-98.9% | $7,497-98.3% | $11,596-98.9% |