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 | $7,834 | $148,534-94.7% | $135,903-94.2% | $139,434-94.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 55.46% | 79.19%-23.7pp | 68.23%-12.8pp | 372.94%-317.5pp |
| Employer contribution / active EE | $1,742 | $5,243-66.8% | $4,856-64.1% | $4,751-63.3% |
| Participant deferral / active EE | $3,645 | $8,100-55.0% | $7,758-53.0% | $6,710-45.7% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |