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 9-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 | $8,004 | $105,859-92.4% | $90,160-91.1% | $147,584-94.6% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 35.92% | 37.63%-1.7pp | 34.88%+1.0pp | 578.55%-542.6pp |
| Employer contribution / active EE | $1,742 | $4,126-57.8% | $3,318-47.5% | $4,876-64.3% |
| Participant deferral / active EE | $2,678 | $5,733-53.3% | $5,288-49.4% | $5,439-50.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |