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 | $14,522 | $148,534-90.2% | $135,903-89.3% | $139,434-89.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 37.82% | 79.19%-41.4pp | 68.23%-30.4pp | 372.94%-335.1pp |
| Employer contribution / active EE | $2,430 | $5,243-53.7% | $4,856-50.0% | $4,751-48.9% |
| Participant deferral / active EE | $4,667 | $8,100-42.4% | $7,758-39.8% | $6,710-30.4% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |