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 8-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 | $9,228 | $157,256-94.1% | $141,162-93.5% | $152,861-94.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 23.92% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,061 | $5,261-79.8% | $4,735-77.6% | $4,762-77.7% |
| Participant deferral / active EE | $2,813 | $7,109-60.4% | $6,709-58.1% | $5,850-51.9% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |