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 7-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 | $7,614 | $176,377-95.7% | $134,143-94.3% | $158,922-95.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 16.74% | 63.63%-46.9pp | 36.33%-19.6pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,595 | $5,040-48.5% | $3,704-29.9% | $4,761-45.5% |
| Participant deferral / active EE | $1,837 | $4,091-55.1% | $3,499-47.5% | $5,982-69.3% |
| Admin fee / account holder | $11 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |