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 | $9,889 | $118,849-91.7% | $96,562-89.8% | $167,490-94.1% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 21.50% | 50.49%-29.0pp | 37.78%-16.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,899 | $3,120-39.1% | $2,356-19.4% | $4,837-60.8% |
| Participant deferral / active EE | $2,401 | $4,616-48.0% | $3,849-37.6% | $6,341-62.1% |
| Admin fee / account holder | $277 | $8,065-96.6% | $6,181-95.5% | $12,309-97.7% |