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 | $6,947 | $65,041-89.3% | $90,951-92.4% | $79,858-91.3% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.0%+21.7pp | 69.6%+21.1pp |
| Annual return | 26.73% | 30.45%-3.7pp | 134.60%-107.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,038 | $1,247-16.8% | $2,122-51.1% | $2,471-58.0% |
| Participant deferral / active EE | $2,155 | $2,512-14.2% | $3,373-36.1% | $3,740-42.4% |
| Admin fee / account holder | $103 | $4,536-97.7% | $5,959-98.3% | $5,306-98.1% |