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 | $16,904 | $202,318-91.6% | $172,739-90.2% | $152,861-88.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 18.30% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,296 | $5,856-43.7% | $5,143-35.9% | $4,762-30.8% |
| Participant deferral / active EE | $4,529 | $5,948-23.9% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $278 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |