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 | $8,484 | $58,927-85.6% | $76,817-89.0% | $72,985-88.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 26.56% | 2305.64%-2279.1pp | 1166.11%-1139.5pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,866 | $1,787+4.4% | $2,302-18.9% | $2,440-23.5% |
| Participant deferral / active EE | $2,136 | $2,690-20.6% | $3,336-36.0% | $3,607-40.8% |
| Admin fee / account holder | $41 | $4,013-99.0% | $6,420-99.4% | $5,124-99.2% |