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 6-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 | $8,411 | $127,264-93.4% | $109,895-92.3% | $167,490-95.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 14.25% | 22.97%-8.7pp | 29.45%-15.2pp | 478.56%-464.3pp |
| Employer contribution / active EE | $992 | $3,322-70.2% | $2,842-65.1% | $4,837-79.5% |
| Participant deferral / active EE | $3,180 | $4,514-29.6% | $4,048-21.4% | $6,341-49.9% |
| Admin fee / account holder | $100 | $7,114-98.6% | $6,066-98.4% | $12,309-99.2% |