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 | $6,861 | $114,381-94.0% | $107,525-93.6% | $142,382-95.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.41% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,346 | $4,015-66.5% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $2,515 | $5,564-54.8% | $5,116-50.8% | $6,507-61.3% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |