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 4-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 | $11,522 | $177,572-93.5% | $154,803-92.6% | $142,382-91.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 20.14% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,210 | $4,810-54.0% | $4,305-48.7% | $4,299-48.6% |
| Participant deferral / active EE | $3,038 | $6,272-51.6% | $5,540-45.2% | $6,507-53.3% |
| Admin fee / account holder | $97 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |