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 | $13,732 | $228,332-94.0% | $185,823-92.6% | $158,922-91.4% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 22.45% | 40.80%-18.4pp | 35.95%-13.5pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,858 | $4,967-62.6% | $4,087-54.5% | $4,761-61.0% |
| Participant deferral / active EE | $4,326 | $6,415-32.6% | $5,632-23.2% | $5,982-27.7% |
| Admin fee / account holder | $229 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |