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 9-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 | $7,542 | $63,355-88.1% | $91,989-91.8% | $72,985-89.7% |
| Participation rate | 88.6% | 72.5%+16.1pp | 78.6%+10.0pp | 69.5%+19.2pp |
| Annual return | 33.79% | 35.35%-1.6pp | 69.02%-35.2pp | 81.00%-47.2pp |
| Employer contribution / active EE | $761 | $2,116-64.1% | $3,452-78.0% | $2,440-68.8% |
| Participant deferral / active EE | $2,596 | $4,883-46.8% | $5,923-56.2% | $3,607-28.0% |
| Admin fee / account holder | $6 | $4,668-99.9% | $7,743-99.9% | $5,124-99.9% |