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 | $11,186 | $226,064-95.1% | $182,532-93.9% | $152,861-92.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 35.32% | 192.51%-157.2pp | 148.54%-113.2pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,565 | $4,978-68.6% | $4,076-61.6% | $4,762-67.1% |
| Participant deferral / active EE | $3,493 | $6,368-45.2% | $5,524-36.8% | $5,850-40.3% |
| Admin fee / account holder | $133 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |