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 7-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 | $14,631 | $124,185-88.2% | $108,410-86.5% | $167,490-91.3% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 23.06% | 1379.64%-1356.6pp | 905.27%-882.2pp | 478.56%-455.5pp |
| Employer contribution / active EE | $1,727 | $4,187-58.7% | $3,558-51.5% | $4,837-64.3% |
| Participant deferral / active EE | $3,248 | $6,908-53.0% | $6,563-50.5% | $6,341-48.8% |
| Admin fee / account holder | $17 | $9,455-99.8% | $7,295-99.8% | $12,309-99.9% |