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 | $11,521 | $157,256-92.7% | $141,162-91.8% | $152,861-92.5% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 26.55% | 64.32%-37.8pp | 71.39%-44.8pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,559 | $5,261-70.4% | $4,735-67.1% | $4,762-67.3% |
| Participant deferral / active EE | $3,353 | $7,109-52.8% | $6,709-50.0% | $5,850-42.7% |
| Admin fee / account holder | $214 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |