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 | $26,026 | $152,587-82.9% | $125,175-79.2% | $152,861-83.0% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 19.05% | 54.84%-35.8pp | 43.79%-24.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,463 | $4,946-50.2% | $3,865-36.3% | $4,762-48.3% |
| Participant deferral / active EE | $3,133 | $5,868-46.6% | $4,937-36.5% | $5,850-46.5% |
| Admin fee / account holder | $269 | $13,434-98.0% | $9,702-97.2% | $11,596-97.7% |