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 7-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 | $19,648 | $176,812-88.9% | $146,665-86.6% | $167,490-88.3% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 18.28% | 24.03%-5.8pp | 22.74%-4.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,771 | $5,160-65.7% | $4,136-57.2% | $4,837-63.4% |
| Participant deferral / active EE | $2,287 | $6,440-64.5% | $5,506-58.5% | $6,341-63.9% |
| Admin fee / account holder | $208 | $13,259-98.4% | $10,280-98.0% | $12,309-98.3% |