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 | $7,176 | $78,422-90.8% | $95,952-92.5% | $79,858-91.0% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 42.10% | 19.37%+22.7pp | 91.61%-49.5pp | 31.71%+10.4pp |
| Employer contribution / active EE | $2,021 | $1,945+3.9% | $2,541-20.5% | $2,471-18.2% |
| Participant deferral / active EE | $2,665 | $3,440-22.5% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $138 | $5,622-97.5% | $6,795-98.0% | $5,306-97.4% |