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 4-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 | $7,167 | $81,248-91.2% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 29.70% | 33.31%-3.6pp | 64.67%-35.0pp | 35.59%-5.9pp |
| Employer contribution / active EE | $1,593 | $3,100-48.6% | $4,672-65.9% | $2,755-42.2% |
| Participant deferral / active EE | $2,832 | $3,452-18.0% | $5,626-49.7% | $4,296-34.1% |
| Admin fee / account holder | $235 | $7,997-97.1% | $15,912-98.5% | $6,918-96.6% |