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 | $8,381 | $183,519-95.4% | $155,509-94.6% | $145,922-94.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.42% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,239 | $5,313-76.7% | $4,672-73.5% | $4,660-73.4% |
| Participant deferral / active EE | $4,104 | $6,462-36.5% | $5,626-27.0% | $6,688-38.6% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |