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 | $16,859 | $159,901-89.5% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 23.52% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.8pp |
| Employer contribution / active EE | $3,062 | $5,286-42.1% | $4,933-37.9% | $4,660-34.3% |
| Participant deferral / active EE | $5,619 | $8,428-33.3% | $8,070-30.4% | $6,688-16.0% |
| Admin fee / account holder | $238 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |