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 | $8,312 | $54,762-84.8% | $90,281-90.8% | $72,985-88.6% |
| Participation rate | 86.2% | 65.1%+21.1pp | 73.3%+12.9pp | 69.5%+16.7pp |
| Annual return | 51.54% | 30.63%+20.9pp | 78.10%-26.6pp | 81.00%-29.5pp |
| Employer contribution / active EE | $2,219 | $2,092+6.1% | $2,854-22.2% | $2,440-9.0% |
| Participant deferral / active EE | $3,899 | $2,887+35.1% | $3,885+0.4% | $3,607+8.1% |
| Admin fee / account holder | $133 | $3,972-96.6% | $5,351-97.5% | $5,124-97.4% |