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 | $15,519 | $115,770-86.6% | $101,248-84.7% | $158,922-90.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 30.49% | 56.14%-25.6pp | 46.47%-16.0pp | 302.83%-272.3pp |
| Employer contribution / active EE | $1,328 | $4,175-68.2% | $3,660-63.7% | $4,761-72.1% |
| Participant deferral / active EE | $3,429 | $4,957-30.8% | $4,370-21.5% | $5,982-42.7% |
| Admin fee / account holder | $42 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |