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 | $8,563 | $228,332-96.2% | $185,823-95.4% | $158,922-94.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 33.73% | 40.80%-7.1pp | 35.95%-2.2pp | 302.83%-269.1pp |
| Employer contribution / active EE | $1,926 | $4,967-61.2% | $4,087-52.9% | $4,761-59.6% |
| Participant deferral / active EE | $3,664 | $6,415-42.9% | $5,632-34.9% | $5,982-38.8% |
| Admin fee / account holder | $256 | $11,864-97.8% | $9,500-97.3% | $11,246-97.7% |