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 6-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 | $13,460 | $202,432-93.4% | $169,368-92.1% | $139,434-90.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 21.63% | 531.74%-510.1pp | 405.60%-384.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,318 | $4,692-71.9% | $4,013-67.2% | $4,751-72.3% |
| Participant deferral / active EE | $4,376 | $6,938-36.9% | $6,221-29.7% | $6,710-34.8% |
| Admin fee / account holder | $105 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |