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 4-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 | $10,552 | $106,515-90.1% | $96,683-89.1% | $139,434-92.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 30.06% | 38.43%-8.4pp | 35.69%-5.6pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,821 | $4,103-55.6% | $3,737-51.3% | $4,751-61.7% |
| Participant deferral / active EE | $3,790 | $5,454-30.5% | $4,878-22.3% | $6,710-43.5% |
| Admin fee / account holder | $37 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |