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 6-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 | $9,271 | $176,056-94.7% | $159,436-94.2% | $167,490-94.5% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 22.59% | 331.75%-309.2pp | 263.57%-241.0pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,162 | $5,297-78.1% | $4,829-75.9% | $4,837-76.0% |
| Participant deferral / active EE | $5,248 | $7,750-32.3% | $7,352-28.6% | $6,341-17.2% |
| Admin fee / account holder | $149 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |