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 | $8,412 | $99,020-91.5% | $86,590-90.3% | $147,584-94.3% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 22.23% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,139 | $3,132-31.7% | $2,839-24.7% | $4,876-56.1% |
| Participant deferral / active EE | $1,538 | $3,972-61.3% | $3,609-57.4% | $5,439-71.7% |
| Admin fee / account holder | $46 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |