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 4-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 | $7,860 | $64,480-87.8% | $81,382-90.3% | $80,856-90.3% |
| Participation rate | 92.7% | 63.9%+28.8pp | 69.5%+23.2pp | 67.6%+25.0pp |
| Annual return | 83.30% | 16.34%+67.0pp | 24.73%+58.6pp | 35.59%+47.7pp |
| Employer contribution / active EE | $1,020 | $1,978-48.4% | $2,463-58.6% | $2,755-63.0% |
| Participant deferral / active EE | $1,427 | $3,094-53.9% | $3,883-63.3% | $4,296-66.8% |
| Admin fee / account holder | $243 | $5,671-95.7% | $5,768-95.8% | $6,918-96.5% |