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 | $7,413 | $165,335-95.5% | $149,696-95.0% | $158,922-95.3% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 39.72% | 348.15%-308.4pp | 276.60%-236.9pp | 302.83%-263.1pp |
| Employer contribution / active EE | $1,420 | $5,103-72.2% | $4,644-69.4% | $4,761-70.2% |
| Participant deferral / active EE | $2,454 | $7,181-65.8% | $6,842-64.1% | $5,982-59.0% |
| Admin fee / account holder | $85 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |