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 | $8,197 | $105,126-92.2% | $94,646-91.3% | $139,434-94.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 30.00% | 38.03%-8.0pp | 156.71%-126.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,301 | $4,106-68.3% | $3,672-64.6% | $4,751-72.6% |
| Participant deferral / active EE | $3,575 | $7,599-53.0% | $7,418-51.8% | $6,710-46.7% |
| Admin fee / account holder | $89 | $8,984-99.0% | $7,231-98.8% | $11,403-99.2% |