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 | $10,490 | $175,202-94.0% | $149,673-93.0% | $139,434-92.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.76% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,502 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $2,020 | $6,519-69.0% | $5,680-64.4% | $6,710-69.9% |
| Admin fee / account holder | $70 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |