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 | $7,122 | $72,492-90.2% | $87,100-91.8% | $72,985-90.2% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 30.32% | 24.46%+5.9pp | 28.19%+2.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $1,300 | $1,894-31.4% | $2,521-48.4% | $2,440-46.7% |
| Participant deferral / active EE | $3,250 | $3,270-0.6% | $4,049-19.7% | $3,607-9.9% |
| Admin fee / account holder | $154 | $5,055-96.9% | $7,497-97.9% | $5,124-97.0% |