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 | $9,909 | $126,574-92.2% | $106,213-90.7% | $145,922-93.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 15.29% | 224.79%-209.5pp | 116.14%-100.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,716 | $3,730-54.0% | $3,171-45.9% | $4,660-63.2% |
| Participant deferral / active EE | $1,980 | $5,724-65.4% | $5,016-60.5% | $6,688-70.4% |
| Admin fee / account holder | $85 | $17,304-99.5% | $11,033-99.2% | $13,397-99.4% |