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 | $14,904 | $154,117-90.3% | $129,995-88.5% | $139,434-89.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 32.89% | 32.48%+0.4pp | -137.18%+170.1pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,651 | $5,289-68.8% | $4,320-61.8% | $4,751-65.2% |
| Participant deferral / active EE | $4,582 | $6,710-31.7% | $5,820-21.3% | $6,710-31.7% |
| Admin fee / account holder | $8 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |