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 | $12,030 | $175,202-93.1% | $149,673-92.0% | $139,434-91.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,213 | $5,474-77.8% | $4,818-74.8% | $4,751-74.5% |
| Participant deferral / active EE | $6,394 | $6,519-1.9% | $5,680+12.6% | $6,710-4.7% |
| Admin fee / account holder | $151 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |