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 6-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 | $11,162 | $133,922-91.7% | $116,228-90.4% | $142,382-92.2% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 22.30% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,009 | $3,446-70.7% | $2,994-66.3% | $4,299-76.5% |
| Participant deferral / active EE | $2,325 | $5,672-59.0% | $4,953-53.1% | $6,507-64.3% |
| Admin fee / account holder | $21 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |