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 | $7,738 | $54,762-85.9% | $90,281-91.4% | $72,985-89.4% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 58.21% | 30.63%+27.6pp | 78.10%-19.9pp | 81.00%-22.8pp |
| Employer contribution / active EE | $2,047 | $2,092-2.2% | $2,854-28.3% | $2,440-16.1% |
| Participant deferral / active EE | $3,969 | $2,887+37.5% | $3,885+2.1% | $3,607+10.0% |
| Admin fee / account holder | $260 | $3,972-93.4% | $5,351-95.1% | $5,124-94.9% |