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 | $8,173 | $127,777-93.6% | $106,548-92.3% | $167,490-95.1% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 22.41% | 33.87%-11.5pp | 26.80%-4.4pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,158 | $3,427-66.2% | $2,819-58.9% | $4,837-76.1% |
| Participant deferral / active EE | $5,689 | $5,087+11.8% | $4,398+29.4% | $6,341-10.3% |
| Admin fee / account holder | $181 | $11,228-98.4% | $7,407-97.5% | $12,309-98.5% |