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 | $13,542 | $115,770-88.3% | $101,248-86.6% | $158,922-91.5% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 24.30% | 56.14%-31.8pp | 46.47%-22.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,232 | $4,175-46.5% | $3,660-39.0% | $4,761-53.1% |
| Participant deferral / active EE | $4,360 | $4,957-12.0% | $4,370-0.2% | $5,982-27.1% |
| Admin fee / account holder | $165 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |