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 3-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 | $14,960 | $148,534-89.9% | $135,903-89.0% | $139,434-89.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 30.00% | 79.19%-49.2pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,670 | $5,243-68.2% | $4,856-65.6% | $4,751-64.9% |
| Participant deferral / active EE | $3,601 | $8,100-55.5% | $7,758-53.6% | $6,710-46.3% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |