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 | $16,163 | $149,734-89.2% | $118,925-86.4% | $158,922-89.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 44.19% | 19.95%+24.2pp | 35.88%+8.3pp | 302.83%-258.6pp |
| Employer contribution / active EE | $1,933 | $4,115-53.0% | $3,263-40.8% | $4,761-59.4% |
| Participant deferral / active EE | $5,728 | $5,223+9.7% | $4,265+34.3% | $5,982-4.3% |
| Admin fee / account holder | $121 | $8,603-98.6% | $6,581-98.2% | $11,246-98.9% |