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 8-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 | $15,109 | $152,587-90.1% | $125,175-87.9% | $152,861-90.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 39.00% | 54.84%-15.8pp | 43.79%-4.8pp | 345.32%-306.3pp |
| Employer contribution / active EE | $1,208 | $4,946-75.6% | $3,865-68.7% | $4,762-74.6% |
| Participant deferral / active EE | $7,942 | $5,868+35.3% | $4,937+60.9% | $5,850+35.8% |
| Admin fee / account holder | $22 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |