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 10-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 | $11,625 | $159,602-92.7% | $150,045-92.3% | $142,382-91.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 33.30% | 70.24%-36.9pp | 62.55%-29.2pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,833 | $4,961-63.0% | $4,693-60.9% | $4,299-57.4% |
| Participant deferral / active EE | $6,288 | $8,310-24.3% | $7,997-21.4% | $6,507-3.4% |
| Admin fee / account holder | $225 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |