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 6-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 | $8,233 | $179,726-95.4% | $156,263-94.7% | $142,382-94.2% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 25.77% | 77.86%-52.1pp | 59.47%-33.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,120 | $5,069-77.9% | $4,333-74.2% | $4,299-74.0% |
| Participant deferral / active EE | $4,082 | $6,956-41.3% | $6,158-33.7% | $6,507-37.3% |
| Admin fee / account holder | $221 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |