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 | $9,971 | $106,515-90.6% | $96,683-89.7% | $139,434-92.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 25.54% | 38.43%-12.9pp | 35.69%-10.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,703 | $4,103-58.5% | $3,737-54.4% | $4,751-64.2% |
| Participant deferral / active EE | $2,287 | $5,454-58.1% | $4,878-53.1% | $6,710-65.9% |
| Admin fee / account holder | $198 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |