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 | $8,559 | $110,257-92.2% | $96,544-91.1% | $139,434-93.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 34.77% | 26.32%+8.5pp | 25.84%+8.9pp | 372.94%-338.2pp |
| Employer contribution / active EE | $2,200 | $3,620-39.2% | $2,965-25.8% | $4,751-53.7% |
| Participant deferral / active EE | $3,037 | $5,548-45.3% | $4,851-37.4% | $6,710-54.7% |
| Admin fee / account holder | $9 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |