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 7-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 | $9,382 | $109,327-91.4% | $89,391-89.5% | $158,922-94.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 38.11% | 345.68%-307.6pp | 245.62%-207.5pp | 302.83%-264.7pp |
| Employer contribution / active EE | $3,200 | $3,170+1.0% | $2,586+23.8% | $4,761-32.8% |
| Participant deferral / active EE | $1,443 | $4,598-68.6% | $3,890-62.9% | $5,982-75.9% |
| Admin fee / account holder | $57 | $6,153-99.1% | $4,881-98.8% | $11,246-99.5% |