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 | $8,165 | $133,922-93.9% | $116,228-93.0% | $142,382-94.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 17.82% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.3pp |
| Employer contribution / active EE | $955 | $3,446-72.3% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $2,258 | $5,672-60.2% | $4,953-54.4% | $6,507-65.3% |
| Admin fee / account holder | $101 | $14,945-99.3% | $11,989-99.2% | $12,624-99.2% |