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 | $14,262 | $159,901-91.1% | $146,958-90.3% | $145,922-90.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.34% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,361 | $5,286-74.3% | $4,933-72.4% | $4,660-70.8% |
| Participant deferral / active EE | $4,903 | $8,428-41.8% | $8,070-39.2% | $6,688-26.7% |
| Admin fee / account holder | $66 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |