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 7-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 | $11,956 | $107,334-88.9% | $92,893-87.1% | $152,861-92.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 25.26% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $824 | $4,221-80.5% | $3,653-77.5% | $4,762-82.7% |
| Participant deferral / active EE | $1,366 | $4,845-71.8% | $4,236-67.8% | $5,850-76.6% |
| Admin fee / account holder | $64 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |