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 7-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 | $8,296 | $202,318-95.9% | $172,739-95.2% | $152,861-94.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 27.44% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,354 | $5,856-76.9% | $5,143-73.7% | $4,762-71.6% |
| Participant deferral / active EE | $2,705 | $5,948-54.5% | $5,198-48.0% | $5,850-53.8% |
| Admin fee / account holder | $269 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |