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 4-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 | $7,321 | $165,984-95.6% | $164,813-95.6% | $145,922-95.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.80% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,204 | $5,273-77.2% | $4,341-72.3% | $4,660-74.2% |
| Participant deferral / active EE | $2,786 | $6,959-60.0% | $6,031-53.8% | $6,688-58.3% |
| Admin fee / account holder | $89 | $16,648-99.5% | $12,690-99.3% | $13,397-99.3% |