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 | $12,043 | $124,281-90.3% | $109,143-89.0% | $167,490-92.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 22.29% | 26.04%-3.7pp | 25.75%-3.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $2,159 | $4,207-48.7% | $3,722-42.0% | $4,837-55.4% |
| Participant deferral / active EE | $5,008 | $5,255-4.7% | $4,653+7.6% | $6,341-21.0% |
| Admin fee / account holder | $102 | $7,970-98.7% | $6,752-98.5% | $12,309-99.2% |