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 8-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 | $7,826 | $48,046-83.7% | $84,611-90.8% | $72,985-89.3% |
| Participation rate | 79.5% | 57.6%+21.9pp | 68.2%+11.3pp | 69.5%+10.0pp |
| Annual return | 20.67% | 37.38%-16.7pp | 258.74%-238.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $944 | $1,602-41.1% | $2,652-64.4% | $2,440-61.3% |
| Participant deferral / active EE | $1,669 | $2,680-37.8% | $3,899-57.2% | $3,607-53.7% |
| Admin fee / account holder | $81 | $3,395-97.6% | $4,912-98.3% | $5,124-98.4% |