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 | $10,460 | $81,632-87.2% | $70,449-85.2% | $158,922-93.4% |
| Participation rate | 94.1% | 77.7%+16.4pp | 75.1%+19.1pp | 82.0%+12.2pp |
| Annual return | 35.01% | 208.40%-173.4pp | 109.03%-74.0pp | 302.83%-267.8pp |
| Employer contribution / active EE | $2,826 | $3,217-12.2% | $2,737+3.3% | $4,761-40.6% |
| Participant deferral / active EE | $4,567 | $4,554+0.3% | $3,709+23.1% | $5,982-23.7% |
| Admin fee / account holder | $223 | $6,193-96.4% | $3,845-94.2% | $11,246-98.0% |