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 | $13,446 | $165,335-91.9% | $149,696-91.0% | $158,922-91.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 33.15% | 348.15%-315.0pp | 276.60%-243.5pp | 302.83%-269.7pp |
| Employer contribution / active EE | $1,206 | $5,103-76.4% | $4,644-74.0% | $4,761-74.7% |
| Participant deferral / active EE | $3,488 | $7,181-51.4% | $6,842-49.0% | $5,982-41.7% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |