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 8-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 | $9,473 | $91,552-89.7% | $133,956-92.9% | $79,858-88.1% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 11.12% | 61.85%-50.7pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,902 | $2,384-20.2% | $3,919-51.5% | $2,471-23.0% |
| Participant deferral / active EE | $2,759 | $3,733-26.1% | $5,048-45.3% | $3,740-26.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |