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 | $8,872 | $183,519-95.2% | $155,509-94.3% | $145,922-93.9% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 12.73% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,300 | $5,313-75.5% | $4,672-72.2% | $4,660-72.1% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $174 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |