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 | $8,567 | $111,754-92.3% | $103,333-91.7% | $145,922-94.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 27.51% | 24.77%+2.7pp | 24.88%+2.6pp | 561.29%-533.8pp |
| Employer contribution / active EE | $872 | $4,212-79.3% | $3,868-77.5% | $4,660-81.3% |
| Participant deferral / active EE | $2,036 | $5,619-63.8% | $5,057-59.8% | $6,688-69.6% |
| Admin fee / account holder | $122 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |