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 | $7,665 | $57,016-86.6% | $84,966-91.0% | $80,856-90.5% |
| Participation rate | 90.0% | 56.3%+33.7pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 16.27% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,141 | $1,798-36.5% | $2,727-58.2% | $2,755-58.6% |
| Participant deferral / active EE | $2,718 | $3,110-12.6% | $4,519-39.8% | $4,296-36.7% |
| Admin fee / account holder | $211 | $4,980-95.8% | $6,149-96.6% | $6,918-96.9% |