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 4-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 | $13,375 | $148,534-91.0% | $135,903-90.2% | $139,434-90.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 36.78% | 79.19%-42.4pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $2,604 | $5,243-50.3% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $5,111 | $8,100-36.9% | $7,758-34.1% | $6,710-23.8% |
| Admin fee / account holder | $94 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |