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 | $18,953 | $227,553-91.7% | $189,557-90.0% | $167,490-88.7% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.4%+0.7pp | 82.1%-2.9pp |
| Annual return | 41.02% | 78.40%-37.4pp | 64.17%-23.1pp | 478.56%-437.5pp |
| Employer contribution / active EE | $5,255 | $5,316-1.2% | $4,412+19.1% | $4,837+8.6% |
| Participant deferral / active EE | $9,998 | $7,002+42.8% | $6,174+62.0% | $6,341+57.7% |
| Admin fee / account holder | $247 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |