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 | $11,129 | $103,376-89.2% | $87,100-87.2% | $152,861-92.7% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 33.51% | 28.10%+5.4pp | 28.19%+5.3pp | 345.32%-311.8pp |
| Employer contribution / active EE | $2,262 | $3,220-29.8% | $2,521-10.3% | $4,762-52.5% |
| Participant deferral / active EE | $5,118 | $4,778+7.1% | $4,049+26.4% | $5,850-12.5% |
| Admin fee / account holder | $256 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |