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 | $17,865 | $152,587-88.3% | $125,175-85.7% | $152,861-88.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 15.59% | 54.84%-39.2pp | 43.79%-28.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,568 | $4,946-27.9% | $3,865-7.7% | $4,762-25.1% |
| Participant deferral / active EE | $5,204 | $5,868-11.3% | $4,937+5.4% | $5,850-11.0% |
| Admin fee / account holder | $99 | $13,434-99.3% | $9,702-99.0% | $11,596-99.1% |