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 6-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 | $7,630 | $112,096-93.2% | $95,952-92.0% | $158,922-95.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 44.25% | 171.09%-126.8pp | 91.61%-47.4pp | 302.83%-258.6pp |
| Employer contribution / active EE | $1,008 | $3,198-68.5% | $2,541-60.3% | $4,761-78.8% |
| Participant deferral / active EE | $2,893 | $4,784-39.5% | $4,167-30.6% | $5,982-51.6% |
| Admin fee / account holder | $37 | $10,130-99.6% | $6,795-99.5% | $11,246-99.7% |