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 | $13,800 | $167,307-91.8% | $143,757-90.4% | $134,475-89.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 527.52% | 0.46%+527.1pp | -0.04%+527.6pp | 417.96%+109.6pp |
| Employer contribution / active EE | $1,829 | $5,619-67.4% | $4,951-63.0% | $4,740-61.4% |
| Participant deferral / active EE | $2,809 | $6,446-56.4% | $5,637-50.2% | $6,400-56.1% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |