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 4-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 | $11,710 | $179,726-93.5% | $156,263-92.5% | $142,382-91.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 21.11% | 77.86%-56.7pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,568 | $5,069-69.1% | $4,333-63.8% | $4,299-63.5% |
| Participant deferral / active EE | $2,885 | $6,956-58.5% | $6,158-53.2% | $6,507-55.7% |
| Admin fee / account holder | $35 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |