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 8-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 | $7,058 | $96,484-92.7% | $75,886-90.7% | $152,861-95.4% |
| Participation rate | 78.9% | 76.2%+2.8pp | 69.3%+9.7pp | 82.4%-3.5pp |
| Annual return | 66.77% | 33.98%+32.8pp | 30.76%+36.0pp | 345.32%-278.5pp |
| Employer contribution / active EE | $1,410 | $3,309-57.4% | $2,500-43.6% | $4,762-70.4% |
| Participant deferral / active EE | $3,517 | $4,553-22.7% | $3,603-2.4% | $5,850-39.9% |
| Admin fee / account holder | $225 | $8,078-97.2% | $5,418-95.8% | $11,596-98.1% |