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 | $9,857 | $177,572-94.4% | $154,803-93.6% | $142,382-93.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 23.86% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,154 | $4,810-55.2% | $4,305-50.0% | $4,299-49.9% |
| Participant deferral / active EE | $6,246 | $6,272-0.4% | $5,540+12.7% | $6,507-4.0% |
| Admin fee / account holder | $259 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |