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 | $9,893 | $127,777-92.3% | $106,548-90.7% | $167,490-94.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 16.27% | 33.87%-17.6pp | 26.80%-10.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,629 | $3,427-52.5% | $2,819-42.2% | $4,837-66.3% |
| Participant deferral / active EE | $3,922 | $5,087-22.9% | $4,398-10.8% | $6,341-38.1% |
| Admin fee / account holder | $32 | $11,228-99.7% | $7,407-99.6% | $12,309-99.7% |