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 4-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 | $7,550 | $148,534-94.9% | $135,903-94.4% | $139,434-94.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 44.01% | 79.19%-35.2pp | 68.23%-24.2pp | 372.94%-328.9pp |
| Employer contribution / active EE | $1,116 | $5,243-78.7% | $4,856-77.0% | $4,751-76.5% |
| Participant deferral / active EE | $4,281 | $8,100-47.2% | $7,758-44.8% | $6,710-36.2% |
| Admin fee / account holder | $292 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |