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 | $15,325 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.19% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,126 | $5,243-21.3% | $4,856-15.0% | $4,751-13.2% |
| Participant deferral / active EE | $6,500 | $8,100-19.8% | $7,758-16.2% | $6,710-3.1% |
| Admin fee / account holder | $145 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |