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 | $7,727 | $109,817-93.0% | $98,442-92.2% | $167,490-95.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 15.61% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,648 | $3,224-17.9% | $2,960-10.5% | $4,837-45.3% |
| Participant deferral / active EE | $1,274 | $4,673-72.7% | $4,276-70.2% | $6,341-79.9% |
| Admin fee / account holder | $45 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |