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 6-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 | $18,073 | $118,680-84.8% | $98,907-81.7% | $158,922-88.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 28.80% | 372.35%-343.5pp | 196.43%-167.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,937 | $3,333-41.9% | $2,689-28.0% | $4,761-59.3% |
| Participant deferral / active EE | $9,540 | $5,088+87.5% | $4,244+124.8% | $5,982+59.5% |
| Admin fee / account holder | $77 | $10,131-99.2% | $6,642-98.8% | $11,246-99.3% |