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 3-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 | $7,994 | $177,572-95.5% | $154,803-94.8% | $142,382-94.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 27.99% | 65.07%-37.1pp | 58.88%-30.9pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,521 | $4,810-68.4% | $4,305-64.7% | $4,299-64.6% |
| Participant deferral / active EE | $2,374 | $6,272-62.1% | $5,540-57.1% | $6,507-63.5% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |