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 | $12,537 | $102,317-87.7% | $146,958-91.5% | $80,856-84.5% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+1.9pp | 67.6%+16.5pp |
| Annual return | 14.71% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,164 | $3,713-68.7% | $4,933-76.4% | $2,755-57.8% |
| Participant deferral / active EE | $2,616 | $6,644-60.6% | $8,070-67.6% | $4,296-39.1% |
| Admin fee / account holder | $251 | $7,941-96.8% | $12,998-98.1% | $6,918-96.4% |