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 | $12,572 | $106,890-88.2% | $84,015-85.0% | $152,861-91.8% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 66.78% | 104.99%-38.2pp | 71.31%-4.5pp | 345.32%-278.5pp |
| Employer contribution / active EE | $1,070 | $2,734-60.9% | $1,983-46.0% | $4,762-77.5% |
| Participant deferral / active EE | $1,892 | $4,011-52.8% | $3,239-41.6% | $5,850-67.7% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |