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 4-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 | $7,223 | $125,758-94.3% | $169,993-95.8% | $75,163-90.4% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.0%+1.9pp | 67.2%+21.7pp |
| Annual return | 75.10% | 27.20%+47.9pp | 53.37%+21.7pp | 160.62%-85.5pp |
| Employer contribution / active EE | $1,527 | $4,615-66.9% | $6,785-77.5% | $2,670-42.8% |
| Participant deferral / active EE | $3,771 | $6,837-44.9% | $10,408-63.8% | $4,125-8.6% |
| Admin fee / account holder | $72 | $8,173-99.1% | $12,815-99.4% | $5,651-98.7% |