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 | $10,239 | $109,327-90.6% | $89,391-88.5% | $158,922-93.6% |
| Participation rate | 88.2% | 74.3%+14.0pp | 68.0%+20.3pp | 82.0%+6.3pp |
| Annual return | 18.53% | 345.68%-327.1pp | 245.62%-227.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $911 | $3,170-71.3% | $2,586-64.8% | $4,761-80.9% |
| Participant deferral / active EE | $4,149 | $4,598-9.8% | $3,890+6.7% | $5,982-30.6% |
| Admin fee / account holder | $79 | $6,153-98.7% | $4,881-98.4% | $11,246-99.3% |