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 4-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 | $10,320 | $105,126-90.2% | $94,646-89.1% | $139,434-92.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 33.82% | 38.03%-4.2pp | 156.71%-122.9pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,549 | $4,106-37.9% | $3,672-30.6% | $4,751-46.3% |
| Participant deferral / active EE | $4,127 | $7,599-45.7% | $7,418-44.4% | $6,710-38.5% |
| Admin fee / account holder | $14 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |