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 9-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 | $8,222 | $76,000-89.2% | $154,107-94.7% | $64,186-87.2% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+21.9pp |
| Annual return | 8.44% | 30.32%-21.9pp | 735.12%-726.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,021 | $3,351-69.5% | $5,298-80.7% | $2,381-57.1% |
| Participant deferral / active EE | $1,638 | $3,175-48.4% | $5,081-67.8% | $3,470-52.8% |
| Admin fee / account holder | $206 | $5,596-96.3% | $13,411-98.5% | $4,888-95.8% |