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 8-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 | $17,046 | $217,402-92.2% | $185,823-90.8% | $167,490-89.8% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 18.00% | 148.36%-130.4pp | 122.05%-104.0pp | 478.56%-460.6pp |
| Employer contribution / active EE | $3,358 | $5,873-42.8% | $5,167-35.0% | $4,837-30.6% |
| Participant deferral / active EE | $3,988 | $6,356-37.3% | $5,568-28.4% | $6,341-37.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |