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 | $16,461 | $176,056-90.7% | $159,436-89.7% | $167,490-90.2% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 18.18% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,675 | $5,297-68.4% | $4,829-65.3% | $4,837-65.4% |
| Participant deferral / active EE | $5,115 | $7,750-34.0% | $7,352-30.4% | $6,341-19.3% |
| Admin fee / account holder | $256 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |