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 | $9,455 | $93,571-89.9% | $135,903-93.0% | $75,163-87.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 23.20% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $1,186 | $3,537-66.5% | $4,856-75.6% | $2,670-55.6% |
| Participant deferral / active EE | $2,779 | $6,404-56.6% | $7,758-64.2% | $4,125-32.6% |
| Admin fee / account holder | $208 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |