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 9-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 | $12,883 | $152,587-91.6% | $125,175-89.7% | $152,861-91.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.52% | 54.84%-35.3pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,222 | $4,946-55.1% | $3,865-42.5% | $4,762-53.3% |
| Participant deferral / active EE | $2,744 | $5,868-53.2% | $4,937-44.4% | $5,850-53.1% |
| Admin fee / account holder | $193 | $13,434-98.6% | $9,702-98.0% | $11,596-98.3% |