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 | $10,041 | $112,096-91.0% | $95,952-89.5% | $158,922-93.7% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 36.98% | 171.09%-134.1pp | 91.61%-54.6pp | 302.83%-265.8pp |
| Employer contribution / active EE | $1,794 | $3,198-43.9% | $2,541-29.4% | $4,761-62.3% |
| Participant deferral / active EE | $3,176 | $4,784-33.6% | $4,167-23.8% | $5,982-46.9% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.8% | $11,246-99.9% |