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 | $17,443 | $154,117-88.7% | $129,995-86.6% | $139,434-87.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 23.78% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,283 | $5,289-56.8% | $4,320-47.2% | $4,751-52.0% |
| Participant deferral / active EE | $4,494 | $6,710-33.0% | $5,820-22.8% | $6,710-33.0% |
| Admin fee / account holder | $60 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |