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 | $9,697 | $176,812-94.5% | $146,665-93.4% | $167,490-94.2% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 14.15% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,810 | $5,160-64.9% | $4,136-56.2% | $4,837-62.6% |
| Participant deferral / active EE | $2,113 | $6,440-67.2% | $5,506-61.6% | $6,341-66.7% |
| Admin fee / account holder | $147 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |