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 3-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 | $14,083 | $83,902-83.2% | $167,512-91.6% | $84,808-83.4% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.1%+15.5pp | 68.3%+24.3pp |
| Annual return | 17.98% | 91.55%-73.6pp | 1615.79%-1597.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,070 | $2,264+35.6% | $3,882-20.9% | $2,631+16.7% |
| Participant deferral / active EE | $5,682 | $4,442+27.9% | $6,405-11.3% | $4,212+34.9% |
| Admin fee / account holder | $288 | $7,915-96.4% | $9,769-97.1% | $7,344-96.1% |