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 3-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 | $17,671 | $179,726-90.2% | $156,263-88.7% | $142,382-87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.07% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,680 | $5,069-66.9% | $4,333-61.2% | $4,299-60.9% |
| Participant deferral / active EE | $3,895 | $6,956-44.0% | $6,158-36.8% | $6,507-40.1% |
| Admin fee / account holder | $254 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |