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 4-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 | $12,992 | $93,571-86.1% | $135,903-90.4% | $75,163-82.7% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 22.55% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,741 | $3,537-50.8% | $4,856-64.1% | $2,670-34.8% |
| Participant deferral / active EE | $3,611 | $6,404-43.6% | $7,758-53.5% | $4,125-12.5% |
| Admin fee / account holder | $19 | $6,975-99.7% | $10,762-99.8% | $5,651-99.7% |