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 | $9,889 | $49,227-79.9% | $70,449-86.0% | $79,858-87.6% |
| Participation rate | 85.2% | 69.2%+16.0pp | 75.1%+10.1pp | 69.6%+15.6pp |
| Annual return | 27.74% | 30.06%-2.3pp | 109.03%-81.3pp | 31.71%-4.0pp |
| Employer contribution / active EE | $817 | $2,099-61.1% | $2,737-70.1% | $2,471-66.9% |
| Participant deferral / active EE | $3,161 | $2,768+14.2% | $3,709-14.8% | $3,740-15.5% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |