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 8-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 | $6,583 | $107,334-93.9% | $92,893-92.9% | $152,861-95.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 32.50% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,132 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $1,939 | $4,845-60.0% | $4,236-54.2% | $5,850-66.9% |
| Admin fee / account holder | $87 | $7,079-98.8% | $5,794-98.5% | $11,596-99.3% |