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 | $15,882 | $157,256-89.9% | $141,162-88.7% | $152,861-89.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 27.32% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,783 | $5,261-47.1% | $4,735-41.2% | $4,762-41.6% |
| Participant deferral / active EE | $4,463 | $7,109-37.2% | $6,709-33.5% | $5,850-23.7% |
| Admin fee / account holder | $53 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |