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 4-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 | $7,492 | $105,126-92.9% | $94,646-92.1% | $139,434-94.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 18.96% | 38.03%-19.1pp | 156.71%-137.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,381 | $4,106-17.6% | $3,672-7.9% | $4,751-28.8% |
| Participant deferral / active EE | $4,516 | $7,599-40.6% | $7,418-39.1% | $6,710-32.7% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |