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 | $7,670 | $175,202-95.6% | $149,673-94.9% | $139,434-94.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 28.52% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,136 | $5,474-79.2% | $4,818-76.4% | $4,751-76.1% |
| Participant deferral / active EE | $2,550 | $6,519-60.9% | $5,680-55.1% | $6,710-62.0% |
| Admin fee / account holder | $142 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |