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 8-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 | $9,898 | $209,411-95.3% | $178,490-94.5% | $158,922-93.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 25.27% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,443 | $5,706-74.7% | $5,011-71.2% | $4,761-69.7% |
| Participant deferral / active EE | $4,119 | $5,954-30.8% | $5,202-20.8% | $5,982-31.1% |
| Admin fee / account holder | $62 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |