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 | $14,514 | $180,028-91.9% | $138,135-89.5% | $158,922-90.9% |
| Participation rate | 92.9% | 82.2%+10.6pp | 78.7%+14.2pp | 82.0%+10.9pp |
| Annual return | 53.07% | 21.68%+31.4pp | 20.51%+32.6pp | 302.83%-249.8pp |
| Employer contribution / active EE | $3,549 | $7,470-52.5% | $5,587-36.5% | $4,761-25.5% |
| Participant deferral / active EE | $6,648 | $7,717-13.9% | $6,431+3.4% | $5,982+11.1% |
| Admin fee / account holder | $108 | $17,912-99.4% | $11,856-99.1% | $11,246-99.0% |