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 | $24,752 | $162,781-84.8% | $133,956-81.5% | $158,922-84.4% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 27.03% | 41.94%-14.9pp | 45.09%-18.1pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,975 | $4,975-60.3% | $3,919-49.6% | $4,761-58.5% |
| Participant deferral / active EE | $7,545 | $5,911+27.6% | $5,048+49.5% | $5,982+26.1% |
| Admin fee / account holder | $207 | $11,736-98.2% | $8,927-97.7% | $11,246-98.2% |