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 | $12,767 | $209,411-93.9% | $178,490-92.8% | $158,922-92.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 61.31% | 188.75%-127.4pp | 151.07%-89.8pp | 302.83%-241.5pp |
| Employer contribution / active EE | $2,242 | $5,706-60.7% | $5,011-55.3% | $4,761-52.9% |
| Participant deferral / active EE | $5,068 | $5,954-14.9% | $5,202-2.6% | $5,982-15.3% |
| Admin fee / account holder | $159 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |