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 | $10,778 | $148,534-92.7% | $135,903-92.1% | $139,434-92.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 170.48% | 79.19%+91.3pp | 68.23%+102.3pp | 372.94%-202.5pp |
| Employer contribution / active EE | $1,686 | $5,243-67.9% | $4,856-65.3% | $4,751-64.5% |
| Participant deferral / active EE | $8,594 | $8,100+6.1% | $7,758+10.8% | $6,710+28.1% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |