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 | $19,048 | $152,587-87.5% | $125,175-84.8% | $152,861-87.5% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.4%+2.2pp |
| Annual return | 34.47% | 54.84%-20.4pp | 43.79%-9.3pp | 345.32%-310.9pp |
| Employer contribution / active EE | $3,808 | $4,946-23.0% | $3,865-1.5% | $4,762-20.0% |
| Participant deferral / active EE | $5,841 | $5,868-0.5% | $4,937+18.3% | $5,850-0.2% |
| Admin fee / account holder | $42 | $13,434-99.7% | $9,702-99.6% | $11,596-99.6% |