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 | $9,382 | $115,770-91.9% | $101,248-90.7% | $158,922-94.1% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 28.52% | 56.14%-27.6pp | 46.47%-18.0pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,392 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $2,338 | $4,957-52.8% | $4,370-46.5% | $5,982-60.9% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |