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 | $14,985 | $175,202-91.4% | $149,673-90.0% | $139,434-89.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 31.76% | 166.71%-134.9pp | 134.42%-102.7pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,340 | $5,474-75.5% | $4,818-72.2% | $4,751-71.8% |
| Participant deferral / active EE | $4,175 | $6,519-35.9% | $5,680-26.5% | $6,710-37.8% |
| Admin fee / account holder | $78 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |