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 | $12,613 | $175,202-92.8% | $149,673-91.6% | $139,434-91.0% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 19.14% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,255 | $5,474-40.5% | $4,818-32.4% | $4,751-31.5% |
| Participant deferral / active EE | $3,723 | $6,519-42.9% | $5,680-34.5% | $6,710-44.5% |
| Admin fee / account holder | $94 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |