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 | $6,510 | $142,405-95.4% | $115,157-94.3% | $152,861-95.7% |
| Participation rate | 77.3% | 82.4%-5.1pp | 75.9%+1.4pp | 82.4%-5.2pp |
| Annual return | 41.96% | 41.48%+0.5pp | 35.60%+6.4pp | 345.32%-303.4pp |
| Employer contribution / active EE | $1,070 | $4,010-73.3% | $3,179-66.3% | $4,762-77.5% |
| Participant deferral / active EE | $1,864 | $5,164-63.9% | $4,168-55.3% | $5,850-68.1% |
| Admin fee / account holder | $140 | $8,462-98.3% | $7,088-98.0% | $11,596-98.8% |