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 | $8,095 | $183,519-95.6% | $155,509-94.8% | $145,922-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 9.92% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,193 | $5,313-77.5% | $4,672-74.5% | $4,660-74.4% |
| Participant deferral / active EE | $2,834 | $6,462-56.1% | $5,626-49.6% | $6,688-57.6% |
| Admin fee / account holder | $103 | $19,313-99.5% | $15,912-99.4% | $13,397-99.2% |