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 3-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 | $10,605 | $183,519-94.2% | $155,509-93.2% | $145,922-92.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.02% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,474 | $5,313-53.4% | $4,672-47.0% | $4,660-46.9% |
| Participant deferral / active EE | $2,104 | $6,462-67.4% | $5,626-62.6% | $6,688-68.5% |
| Admin fee / account holder | $127 | $19,313-99.3% | $15,912-99.2% | $13,397-99.1% |