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 9-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 | $13,788 | $117,381-88.3% | $99,443-86.1% | $152,861-91.0% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 23.82% | 31.87%-8.0pp | 30.72%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,902 | $3,013-36.9% | $2,540-25.1% | $4,762-60.1% |
| Participant deferral / active EE | $3,698 | $4,086-9.5% | $3,619+2.2% | $5,850-36.8% |
| Admin fee / account holder | $158 | $7,631-97.9% | $6,250-97.5% | $11,596-98.6% |