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 | $9,303 | $110,257-91.6% | $96,544-90.4% | $139,434-93.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 29.40% | 26.32%+3.1pp | 25.84%+3.6pp | 372.94%-343.5pp |
| Employer contribution / active EE | $937 | $3,620-74.1% | $2,965-68.4% | $4,751-80.3% |
| Participant deferral / active EE | $3,539 | $5,548-36.2% | $4,851-27.0% | $6,710-47.3% |
| Admin fee / account holder | $16 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |