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 | $20,641 | $112,096-81.6% | $95,952-78.5% | $158,922-87.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 8.76% | 171.09%-162.3pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,594 | $3,198-50.2% | $2,541-37.3% | $4,761-66.5% |
| Participant deferral / active EE | $2,958 | $4,784-38.2% | $4,167-29.0% | $5,982-50.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |