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 9-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 | $7,425 | $65,365-88.6% | $92,893-92.0% | $72,985-89.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 33.42% | 42.10%-8.7pp | 109.41%-76.0pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,185 | $2,594-54.3% | $3,653-67.6% | $2,440-51.5% |
| Participant deferral / active EE | $2,852 | $3,128-8.8% | $4,236-32.7% | $3,607-20.9% |
| Admin fee / account holder | $45 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |