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 | $14,822 | $209,411-92.9% | $178,490-91.7% | $158,922-90.7% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 29.32% | 188.75%-159.4pp | 151.07%-121.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,831 | $5,706-67.9% | $5,011-63.5% | $4,761-61.5% |
| Participant deferral / active EE | $4,222 | $5,954-29.1% | $5,202-18.8% | $5,982-29.4% |
| Admin fee / account holder | $274 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |