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 | $18,881 | $112,096-83.2% | $95,952-80.3% | $158,922-88.1% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 27.32% | 171.09%-143.8pp | 91.61%-64.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,074 | $3,198-66.4% | $2,541-57.7% | $4,761-77.4% |
| Participant deferral / active EE | $5,876 | $4,784+22.8% | $4,167+41.0% | $5,982-1.8% |
| Admin fee / account holder | $243 | $10,130-97.6% | $6,795-96.4% | $11,246-97.8% |