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 | $15,854 | $157,256-89.9% | $141,162-88.8% | $152,861-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.24% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,238 | $5,261-38.5% | $4,735-31.6% | $4,762-32.0% |
| Participant deferral / active EE | $3,582 | $7,109-49.6% | $6,709-46.6% | $5,850-38.8% |
| Admin fee / account holder | $113 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |