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 3-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 | $8,724 | $117,983-92.6% | $101,794-91.4% | $142,382-93.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 22.61% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,221 | $2,773-56.0% | $2,289-46.6% | $4,299-71.6% |
| Participant deferral / active EE | $2,478 | $4,714-47.4% | $4,084-39.3% | $6,507-61.9% |
| Admin fee / account holder | $22 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |