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 7-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 | $7,647 | $165,335-95.4% | $149,696-94.9% | $158,922-95.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 48.90% | 348.15%-299.2pp | 276.60%-227.7pp | 302.83%-253.9pp |
| Employer contribution / active EE | $1,594 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $2,756 | $7,181-61.6% | $6,842-59.7% | $5,982-53.9% |
| Admin fee / account holder | $22 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |