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 | $14,196 | $152,587-90.7% | $125,175-88.7% | $152,861-90.7% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 30.37% | 54.84%-24.5pp | 43.79%-13.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $4,442 | $4,946-10.2% | $3,865+14.9% | $4,762-6.7% |
| Participant deferral / active EE | $5,905 | $5,868+0.6% | $4,937+19.6% | $5,850+0.9% |
| Admin fee / account holder | $75 | $13,434-99.4% | $9,702-99.2% | $11,596-99.4% |