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 | $9,959 | $148,534-93.3% | $135,903-92.7% | $139,434-92.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 46.04% | 79.19%-33.2pp | 68.23%-22.2pp | 372.94%-326.9pp |
| Employer contribution / active EE | $1,326 | $5,243-74.7% | $4,856-72.7% | $4,751-72.1% |
| Participant deferral / active EE | $3,352 | $8,100-58.6% | $7,758-56.8% | $6,710-50.0% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |