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 | $14,574 | $227,553-93.6% | $189,557-92.3% | $167,490-91.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 24.71% | 78.40%-53.7pp | 64.17%-39.5pp | 478.56%-453.9pp |
| Employer contribution / active EE | $1,724 | $5,316-67.6% | $4,412-60.9% | $4,837-64.4% |
| Participant deferral / active EE | $4,190 | $7,002-40.2% | $6,174-32.1% | $6,341-33.9% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |