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 9-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 | $15,397 | $176,377-91.3% | $134,143-88.5% | $158,922-90.3% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 25.16% | 63.63%-38.5pp | 36.33%-11.2pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,974 | $5,040-41.0% | $3,704-19.7% | $4,761-37.5% |
| Participant deferral / active EE | $3,144 | $4,091-23.2% | $3,499-10.1% | $5,982-47.4% |
| Admin fee / account holder | $11 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |