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 | $12,783 | $133,922-90.5% | $116,228-89.0% | $142,382-91.0% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 21.01% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,454 | $3,446-57.8% | $2,994-51.4% | $4,299-66.2% |
| Participant deferral / active EE | $2,480 | $5,672-56.3% | $4,953-49.9% | $6,507-61.9% |
| Admin fee / account holder | $33 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |