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 | $28,613 | $162,781-82.4% | $133,956-78.6% | $158,922-82.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 23.39% | 41.94%-18.5pp | 45.09%-21.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,240 | $4,975-55.0% | $3,919-42.8% | $4,761-53.0% |
| Participant deferral / active EE | $2,916 | $5,911-50.7% | $5,048-42.2% | $5,982-51.3% |
| Admin fee / account holder | $93 | $11,736-99.2% | $8,927-99.0% | $11,246-99.2% |