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 9-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 | $14,409 | $115,770-87.6% | $101,248-85.8% | $158,922-90.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 26.11% | 56.14%-30.0pp | 46.47%-20.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,913 | $4,175-54.2% | $3,660-47.7% | $4,761-59.8% |
| Participant deferral / active EE | $3,041 | $4,957-38.7% | $4,370-30.4% | $5,982-49.2% |
| Admin fee / account holder | $133 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |