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 | $16,139 | $175,202-90.8% | $149,673-89.2% | $139,434-88.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 27.51% | 166.71%-139.2pp | 134.42%-106.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,026 | $5,474-63.0% | $4,818-57.9% | $4,751-57.3% |
| Participant deferral / active EE | $3,810 | $6,519-41.6% | $5,680-32.9% | $6,710-43.2% |
| Admin fee / account holder | $65 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |