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 | $15,650 | $157,256-90.0% | $141,162-88.9% | $152,861-89.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.46% | 64.32%-37.9pp | 71.39%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,002 | $5,261-62.0% | $4,735-57.7% | $4,762-58.0% |
| Participant deferral / active EE | $5,773 | $7,109-18.8% | $6,709-14.0% | $5,850-1.3% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |