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 | $11,194 | $106,515-89.5% | $96,683-88.4% | $139,434-92.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 19.16% | 38.43%-19.3pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,349 | $4,103-67.1% | $3,737-63.9% | $4,751-71.6% |
| Participant deferral / active EE | $1,845 | $5,454-66.2% | $4,878-62.2% | $6,710-72.5% |
| Admin fee / account holder | $200 | $7,877-97.5% | $6,730-97.0% | $11,403-98.2% |