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 8-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 | $4,199 | $152,587-97.2% | $125,175-96.6% | $152,861-97.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 59.82% | 54.84%+5.0pp | 43.79%+16.0pp | 345.32%-285.5pp |
| Employer contribution / active EE | $1,529 | $4,946-69.1% | $3,865-60.4% | $4,762-67.9% |
| Participant deferral / active EE | $2,114 | $5,868-64.0% | $4,937-57.2% | $5,850-63.9% |
| Admin fee / account holder | $79 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |