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 | $11,492 | $157,256-92.7% | $141,162-91.9% | $152,861-92.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 97.34% | 64.32%+33.0pp | 71.39%+25.9pp | 345.32%-248.0pp |
| Employer contribution / active EE | $1,518 | $5,261-71.1% | $4,735-67.9% | $4,762-68.1% |
| Participant deferral / active EE | $5,528 | $7,109-22.2% | $6,709-17.6% | $5,850-5.5% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |