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 | $10,786 | $157,256-93.1% | $141,162-92.4% | $152,861-92.9% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 56.57% | 64.32%-7.8pp | 71.39%-14.8pp | 345.32%-288.7pp |
| Employer contribution / active EE | $4,431 | $5,261-15.8% | $4,735-6.4% | $4,762-6.9% |
| Participant deferral / active EE | $3,483 | $7,109-51.0% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $68 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |