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 6-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 | $13,779 | $148,534-90.7% | $135,903-89.9% | $139,434-90.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.31% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,042 | $5,243-61.1% | $4,856-58.0% | $4,751-57.0% |
| Participant deferral / active EE | $2,978 | $8,100-63.2% | $7,758-61.6% | $6,710-55.6% |
| Admin fee / account holder | $160 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |