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 | $8,397 | $112,881-92.6% | $90,951-90.8% | $158,922-94.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 30.55% | 215.79%-185.2pp | 134.60%-104.1pp | 302.83%-272.3pp |
| Employer contribution / active EE | $1,208 | $2,893-58.2% | $2,122-43.1% | $4,761-74.6% |
| Participant deferral / active EE | $5,259 | $4,128+27.4% | $3,373+55.9% | $5,982-12.1% |
| Admin fee / account holder | $296 | $8,041-96.3% | $5,959-95.0% | $11,246-97.4% |