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 6-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 | $8,382 | $124,281-93.3% | $109,143-92.3% | $167,490-95.0% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 45.93% | 26.04%+19.9pp | 25.75%+20.2pp | 478.56%-432.6pp |
| Employer contribution / active EE | $2,288 | $4,207-45.6% | $3,722-38.5% | $4,837-52.7% |
| Participant deferral / active EE | $4,541 | $5,255-13.6% | $4,653-2.4% | $6,341-28.4% |
| Admin fee / account holder | $172 | $7,970-97.8% | $6,752-97.5% | $12,309-98.6% |