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 7-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 | $14,593 | $165,335-91.2% | $149,696-90.3% | $158,922-90.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 27.38% | 348.15%-320.8pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,301 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $5,038 | $7,181-29.8% | $6,842-26.4% | $5,982-15.8% |
| Admin fee / account holder | $161 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |