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 | $14,841 | $66,402-77.6% | $109,895-86.5% | $85,850-82.7% |
| Participation rate | 85.0% | 63.9%+21.1pp | 74.2%+10.8pp | 69.3%+15.7pp |
| Annual return | 165.73% | 19.59%+146.1pp | 29.45%+136.3pp | 318.53%-152.8pp |
| Employer contribution / active EE | $1,841 | $1,687+9.1% | $2,842-35.2% | $2,565-28.2% |
| Participant deferral / active EE | $4,455 | $2,842+56.7% | $4,048+10.1% | $3,952+12.7% |
| Admin fee / account holder | $129 | $4,557-97.2% | $6,066-97.9% | $6,260-97.9% |