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 | $8,197 | $115,770-92.9% | $101,248-91.9% | $158,922-94.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 45.12% | 56.14%-11.0pp | 46.47%-1.4pp | 302.83%-257.7pp |
| Employer contribution / active EE | $1,307 | $4,175-68.7% | $3,660-64.3% | $4,761-72.5% |
| Participant deferral / active EE | $4,621 | $4,957-6.8% | $4,370+5.7% | $5,982-22.7% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |