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 | $7,623 | $93,571-91.9% | $135,903-94.4% | $75,163-89.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,678 | $3,537-24.3% | $4,856-44.9% | $2,670+0.3% |
| Participant deferral / active EE | $3,964 | $6,404-38.1% | $7,758-48.9% | $4,125-3.9% |
| Admin fee / account holder | $234 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |