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 | $14,067 | $157,256-91.1% | $141,162-90.0% | $152,861-90.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 63.79% | 64.32%-0.5pp | 71.39%-7.6pp | 345.32%-281.5pp |
| Employer contribution / active EE | $4,018 | $5,261-23.6% | $4,735-15.1% | $4,762-15.6% |
| Participant deferral / active EE | $8,065 | $7,109+13.4% | $6,709+20.2% | $5,850+37.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |