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 | $7,292 | $108,172-93.3% | $77,482-90.6% | $158,922-95.4% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 4.42% | 31.67%-27.3pp | 54.79%-50.4pp | 302.83%-298.4pp |
| Employer contribution / active EE | $381 | $1,325-71.2% | $986-61.3% | $4,761-92.0% |
| Participant deferral / active EE | $2,546 | $2,456+3.6% | $1,861+36.8% | $5,982-57.4% |
| Admin fee / account holder | $203 | $3,708-94.5% | $2,858-92.9% | $11,246-98.2% |