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 | $8,448 | $197,591-95.7% | $177,821-95.2% | $158,922-94.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.18% | 58.76%-35.6pp | 48.32%-25.1pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,515 | $6,697-62.4% | $5,918-57.5% | $4,761-47.2% |
| Participant deferral / active EE | $3,964 | $8,405-52.8% | $7,714-48.6% | $5,982-33.7% |
| Admin fee / account holder | $282 | $15,399-98.2% | $12,427-97.7% | $11,246-97.5% |