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 | $10,152 | $175,202-94.2% | $149,673-93.2% | $139,434-92.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.53% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,290 | $5,474-76.4% | $4,818-73.2% | $4,751-72.9% |
| Participant deferral / active EE | $2,397 | $6,519-63.2% | $5,680-57.8% | $6,710-64.3% |
| Admin fee / account holder | $221 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |