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 | $7,055 | $72,492-90.3% | $87,100-91.9% | $72,985-90.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 66.12% | 24.46%+41.7pp | 28.19%+37.9pp | 81.00%-14.9pp |
| Employer contribution / active EE | $1,891 | $1,894-0.1% | $2,521-25.0% | $2,440-22.5% |
| Participant deferral / active EE | $3,900 | $3,270+19.3% | $4,049-3.7% | $3,607+8.1% |
| Admin fee / account holder | $108 | $5,055-97.9% | $7,497-98.6% | $5,124-97.9% |