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 6-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 | $11,774 | $93,373-87.4% | $152,466-92.3% | $85,850-86.3% |
| Participation rate | 97.4% | 70.1%+27.4pp | 78.2%+19.2pp | 69.3%+28.1pp |
| Annual return | 21.38% | 21.84%-0.5pp | 757.33%-735.9pp | 318.53%-297.2pp |
| Employer contribution / active EE | $1,934 | $2,996-35.4% | $4,327-55.3% | $2,565-24.6% |
| Participant deferral / active EE | $3,294 | $4,550-27.6% | $5,820-43.4% | $3,952-16.6% |
| Admin fee / account holder | $30 | $13,853-99.8% | $15,805-99.8% | $6,260-99.5% |