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 | $19,046 | $72,492-73.7% | $87,100-78.1% | $72,985-73.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 94.59% | 24.46%+70.1pp | 28.19%+66.4pp | 81.00%+13.6pp |
| Employer contribution / active EE | $2,000 | $1,894+5.6% | $2,521-20.7% | $2,440-18.0% |
| Participant deferral / active EE | $3,613 | $3,270+10.5% | $4,049-10.8% | $3,607+0.2% |
| Admin fee / account holder | $63 | $5,055-98.8% | $7,497-99.2% | $5,124-98.8% |