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 | $11,228 | $124,281-91.0% | $109,143-89.7% | $167,490-93.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 23.19% | 26.04%-2.9pp | 25.75%-2.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $2,202 | $4,207-47.7% | $3,722-40.8% | $4,837-54.5% |
| Participant deferral / active EE | $4,777 | $5,255-9.1% | $4,653+2.7% | $6,341-24.7% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |