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 | $10,934 | $65,041-83.2% | $90,951-88.0% | $79,858-86.3% |
| Participation rate | 82.9% | 61.6%+21.3pp | 69.0%+13.8pp | 69.6%+13.2pp |
| Annual return | 47.13% | 30.45%+16.7pp | 134.60%-87.5pp | 31.71%+15.4pp |
| Employer contribution / active EE | $2,557 | $1,247+105.0% | $2,122+20.5% | $2,471+3.5% |
| Participant deferral / active EE | $2,357 | $2,512-6.2% | $3,373-30.1% | $3,740-37.0% |
| Admin fee / account holder | $27 | $4,536-99.4% | $5,959-99.6% | $5,306-99.5% |