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 | $7,281 | $171,164-95.7% | $127,761-94.3% | $152,861-95.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.0%+9.9pp | 82.4%+6.4pp |
| Annual return | 16.13% | 23.54%-7.4pp | 26.14%-10.0pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $27 | $14,530-99.8% | $9,395-99.7% | $11,596-99.8% |