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 | $9,661 | $175,202-94.5% | $149,673-93.5% | $139,434-93.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 39.99% | 166.71%-126.7pp | 134.42%-94.4pp | 372.94%-333.0pp |
| Employer contribution / active EE | $2,563 | $5,474-53.2% | $4,818-46.8% | $4,751-46.1% |
| Participant deferral / active EE | $4,130 | $6,519-36.6% | $5,680-27.3% | $6,710-38.5% |
| Admin fee / account holder | $300 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |