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 7-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 | $13,110 | $112,881-88.4% | $90,951-85.6% | $158,922-91.8% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 19.88% | 215.79%-195.9pp | 134.60%-114.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,843 | $2,893-36.3% | $2,122-13.1% | $4,761-61.3% |
| Participant deferral / active EE | $3,453 | $4,128-16.3% | $3,373+2.4% | $5,982-42.3% |
| Admin fee / account holder | $194 | $8,041-97.6% | $5,959-96.7% | $11,246-98.3% |