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 | $9,075 | $177,572-94.9% | $154,803-94.1% | $142,382-93.6% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 34.21% | 65.07%-30.9pp | 58.88%-24.7pp | 217.08%-182.9pp |
| Employer contribution / active EE | $1,893 | $4,810-60.7% | $4,305-56.0% | $4,299-56.0% |
| Participant deferral / active EE | $3,513 | $6,272-44.0% | $5,540-36.6% | $6,507-46.0% |
| Admin fee / account holder | $209 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |