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 | $7,743 | $117,983-93.4% | $101,794-92.4% | $142,382-94.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 150.63% | 36.92%+113.7pp | 30.53%+120.1pp | 217.08%-66.4pp |
| Employer contribution / active EE | $738 | $2,773-73.4% | $2,289-67.7% | $4,299-82.8% |
| Participant deferral / active EE | $1,519 | $4,714-67.8% | $4,084-62.8% | $6,507-76.7% |
| Admin fee / account holder | $17 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |