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 | $11,484 | $157,256-92.7% | $141,162-91.9% | $152,861-92.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 43.07% | 64.32%-21.3pp | 71.39%-28.3pp | 345.32%-302.3pp |
| Employer contribution / active EE | $4,463 | $5,261-15.2% | $4,735-5.8% | $4,762-6.3% |
| Participant deferral / active EE | $3,129 | $7,109-56.0% | $6,709-53.4% | $5,850-46.5% |
| Admin fee / account holder | $26 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |