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 | $9,195 | $115,770-92.1% | $101,248-90.9% | $158,922-94.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 48.03% | 56.14%-8.1pp | 46.47%+1.6pp | 302.83%-254.8pp |
| Employer contribution / active EE | $1,409 | $4,175-66.3% | $3,660-61.5% | $4,761-70.4% |
| Participant deferral / active EE | $3,699 | $4,957-25.4% | $4,370-15.4% | $5,982-38.2% |
| Admin fee / account holder | $159 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |