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 | $6,951 | $107,334-93.5% | $92,893-92.5% | $152,861-95.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 34.18% | 145.58%-111.4pp | 109.41%-75.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,481 | $4,221-64.9% | $3,653-59.5% | $4,762-68.9% |
| Participant deferral / active EE | $2,589 | $4,845-46.6% | $4,236-38.9% | $5,850-55.8% |
| Admin fee / account holder | $53 | $7,079-99.3% | $5,794-99.1% | $11,596-99.5% |