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 | $8,099 | $43,723-81.5% | $121,196-93.3% | $64,186-87.4% |
| Participation rate | 86.8% | 58.3%+28.5pp | 71.7%+15.1pp | 69.6%+17.3pp |
| Annual return | 14.22% | 68.91%-54.7pp | 16.93%-2.7pp | 7.63%+6.6pp |
| Employer contribution / active EE | $683 | $1,296-47.3% | $4,022-83.0% | $2,381-71.3% |
| Participant deferral / active EE | $3,284 | $2,280+44.0% | $3,344-1.8% | $3,470-5.4% |
| Admin fee / account holder | $26 | $3,501-99.3% | $5,019-99.5% | $4,888-99.5% |