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 | $16,592 | $159,901-89.6% | $146,958-88.7% | $145,922-88.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.52% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,722 | $5,286-67.4% | $4,933-65.1% | $4,660-63.0% |
| Participant deferral / active EE | $2,594 | $8,428-69.2% | $8,070-67.9% | $6,688-61.2% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |