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 | $7,822 | $127,264-93.9% | $109,895-92.9% | $167,490-95.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 10.67% | 22.97%-12.3pp | 29.45%-18.8pp | 478.56%-467.9pp |
| Employer contribution / active EE | $838 | $3,322-74.8% | $2,842-70.5% | $4,837-82.7% |
| Participant deferral / active EE | $2,923 | $4,514-35.3% | $4,048-27.8% | $6,341-53.9% |
| Admin fee / account holder | $111 | $7,114-98.4% | $6,066-98.2% | $12,309-99.1% |