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 | $7,133 | $117,983-94.0% | $101,794-93.0% | $142,382-95.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 21.24% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,482 | $2,773-46.6% | $2,289-35.3% | $4,299-65.5% |
| Participant deferral / active EE | $2,065 | $4,714-56.2% | $4,084-49.4% | $6,507-68.3% |
| Admin fee / account holder | $31 | $10,433-99.7% | $8,777-99.6% | $12,624-99.8% |