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 | $7,250 | $140,940-94.9% | $112,229-93.5% | $139,434-94.8% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 9.25% | 32.71%-23.5pp | 30.20%-21.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,105 | $4,283-50.8% | $3,430-38.6% | $4,751-55.7% |
| Participant deferral / active EE | $2,856 | $5,874-51.4% | $4,798-40.5% | $6,710-57.4% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |