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 | $7,403 | $98,750-92.5% | $149,696-95.1% | $79,858-90.7% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 34.89% | 27.43%+7.5pp | 276.60%-241.7pp | 31.71%+3.2pp |
| Employer contribution / active EE | $1,302 | $3,216-59.5% | $4,644-72.0% | $2,471-47.3% |
| Participant deferral / active EE | $2,416 | $5,680-57.5% | $6,842-64.7% | $3,740-35.4% |
| Admin fee / account holder | $38 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |