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 | $13,981 | $103,376-86.5% | $87,100-83.9% | $152,861-90.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.72% | 28.10%-1.4pp | 28.19%-1.5pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,679 | $3,220-47.9% | $2,521-33.4% | $4,762-64.7% |
| Participant deferral / active EE | $3,778 | $4,778-20.9% | $4,049-6.7% | $5,850-35.4% |
| Admin fee / account holder | $97 | $12,205-99.2% | $7,497-98.7% | $11,596-99.2% |