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 9-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 | $7,908 | $121,625-93.5% | $104,607-92.4% | $158,922-95.0% |
| Participation rate | 92.3% | 77.5%+14.8pp | 74.1%+18.2pp | 82.0%+10.3pp |
| Annual return | 29.46% | 465.26%-435.8pp | 340.46%-311.0pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,267 | $3,163-59.9% | $2,681-52.7% | $4,761-73.4% |
| Participant deferral / active EE | $3,857 | $4,177-7.7% | $3,740+3.1% | $5,982-35.5% |
| Admin fee / account holder | $206 | $7,787-97.4% | $6,473-96.8% | $11,246-98.2% |