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 9-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 | $21,810 | $157,256-86.1% | $141,162-84.5% | $152,861-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.09% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,139 | $5,261-40.3% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $9,113 | $7,109+28.2% | $6,709+35.8% | $5,850+55.8% |
| Admin fee / account holder | $211 | $12,120-98.3% | $10,261-97.9% | $11,596-98.2% |