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 | $12,355 | $148,534-91.7% | $135,903-90.9% | $139,434-91.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 39.28% | 79.19%-39.9pp | 68.23%-29.0pp | 372.94%-333.7pp |
| Employer contribution / active EE | $1,875 | $5,243-64.2% | $4,856-61.4% | $4,751-60.5% |
| Participant deferral / active EE | $3,154 | $8,100-61.1% | $7,758-59.3% | $6,710-53.0% |
| Admin fee / account holder | $115 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |