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 10-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 | $9,420 | $177,572-94.7% | $154,803-93.9% | $142,382-93.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.77% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,321 | $4,810-72.5% | $4,305-69.3% | $4,299-69.3% |
| Participant deferral / active EE | $2,764 | $6,272-55.9% | $5,540-50.1% | $6,507-57.5% |
| Admin fee / account holder | $70 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |