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 | $24,895 | $185,822-86.6% | $169,993-85.4% | $139,434-82.1% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 14.31% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,684 | $7,590-77.8% | $6,785-75.2% | $4,751-64.6% |
| Participant deferral / active EE | $3,224 | $11,622-72.3% | $10,408-69.0% | $6,710-52.0% |
| Admin fee / account holder | $232 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |