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 6-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 | $16,914 | $110,257-84.7% | $96,544-82.5% | $139,434-87.9% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 23.06% | 26.32%-3.3pp | 25.84%-2.8pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,008 | $3,620-44.5% | $2,965-32.3% | $4,751-57.7% |
| Participant deferral / active EE | $5,972 | $5,548+7.6% | $4,851+23.1% | $6,710-11.0% |
| Admin fee / account holder | $103 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |