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 | $13,175 | $127,777-89.7% | $106,548-87.6% | $167,490-92.1% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 11.38% | 33.87%-22.5pp | 26.80%-15.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $966 | $3,427-71.8% | $2,819-65.7% | $4,837-80.0% |
| Participant deferral / active EE | $1,729 | $5,087-66.0% | $4,398-60.7% | $6,341-72.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |