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 | $19,907 | $157,256-87.3% | $141,162-85.9% | $152,861-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.38% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,600 | $5,261-50.6% | $4,735-45.1% | $4,762-45.4% |
| Participant deferral / active EE | $5,748 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $163 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |