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 3-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 | $8,437 | $177,572-95.2% | $154,803-94.5% | $142,382-94.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 23.17% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,511 | $4,810-68.6% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,606 | $6,272-58.4% | $5,540-53.0% | $6,507-60.0% |
| Admin fee / account holder | $37 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |