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 | $11,993 | $157,256-92.4% | $141,162-91.5% | $152,861-92.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 36.32% | 64.32%-28.0pp | 71.39%-35.1pp | 345.32%-309.0pp |
| Employer contribution / active EE | $1,269 | $5,261-75.9% | $4,735-73.2% | $4,762-73.3% |
| Participant deferral / active EE | $3,512 | $7,109-50.6% | $6,709-47.7% | $5,850-40.0% |
| Admin fee / account holder | $195 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |