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 | $7,377 | $65,365-88.7% | $92,893-92.1% | $72,985-89.9% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 43.14% | 42.10%+1.0pp | 109.41%-66.3pp | 81.00%-37.9pp |
| Employer contribution / active EE | $1,529 | $2,594-41.1% | $3,653-58.1% | $2,440-37.3% |
| Participant deferral / active EE | $2,831 | $3,128-9.5% | $4,236-33.2% | $3,607-21.5% |
| Admin fee / account holder | $260 | $4,251-93.9% | $5,794-95.5% | $5,124-94.9% |