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 | $8,652 | $111,754-92.3% | $103,333-91.6% | $145,922-94.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.27% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,517 | $4,212-64.0% | $3,868-60.8% | $4,660-67.5% |
| Participant deferral / active EE | $3,439 | $5,619-38.8% | $5,057-32.0% | $6,688-48.6% |
| Admin fee / account holder | $75 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |