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 | $7,595 | $117,983-93.6% | $101,794-92.5% | $142,382-94.7% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 21.46% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,127 | $2,773-59.4% | $2,289-50.8% | $4,299-73.8% |
| Participant deferral / active EE | $1,796 | $4,714-61.9% | $4,084-56.0% | $6,507-72.4% |
| Admin fee / account holder | $121 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |