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 | $7,929 | $106,515-92.6% | $96,683-91.8% | $139,434-94.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 75.08% | 38.43%+36.7pp | 35.69%+39.4pp | 372.94%-297.9pp |
| Employer contribution / active EE | $2,104 | $4,103-48.7% | $3,737-43.7% | $4,751-55.7% |
| Participant deferral / active EE | $3,947 | $5,454-27.6% | $4,878-19.1% | $6,710-41.2% |
| Admin fee / account holder | $69 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |