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 7-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 | $11,336 | $65,041-82.6% | $90,951-87.5% | $79,858-85.8% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 25.79% | 30.45%-4.7pp | 134.60%-108.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,298 | $1,247+4.1% | $2,122-38.8% | $2,471-47.5% |
| Participant deferral / active EE | $2,860 | $2,512+13.8% | $3,373-15.2% | $3,740-23.5% |
| Admin fee / account holder | $8 | $4,536-99.8% | $5,959-99.9% | $5,306-99.8% |