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 7-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 | $6,820 | $127,264-94.6% | $109,895-93.8% | $167,490-95.9% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.2%-1.5pp | 82.1%-9.4pp |
| Annual return | 15.90% | 22.97%-7.1pp | 29.45%-13.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,116 | $3,322-66.4% | $2,842-60.7% | $4,837-76.9% |
| Participant deferral / active EE | $2,033 | $4,514-55.0% | $4,048-49.8% | $6,341-67.9% |
| Admin fee / account holder | $56 | $7,114-99.2% | $6,066-99.1% | $12,309-99.5% |