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 6-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 | $9,004 | $127,777-93.0% | $106,548-91.5% | $167,490-94.6% |
| Participation rate | 84.6% | 78.3%+6.3pp | 76.1%+8.5pp | 82.1%+2.5pp |
| Annual return | 17.05% | 33.87%-16.8pp | 26.80%-9.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $8,319 | $3,427+142.8% | $2,819+195.1% | $4,837+72.0% |
| Participant deferral / active EE | $2,449 | $5,087-51.9% | $4,398-44.3% | $6,341-61.4% |
| Admin fee / account holder | $42 | $11,228-99.6% | $7,407-99.4% | $12,309-99.7% |