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 | $8,660 | $159,602-94.6% | $150,045-94.2% | $142,382-93.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 26.40% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,609 | $4,961-27.2% | $4,693-23.1% | $4,299-16.0% |
| Participant deferral / active EE | $3,609 | $8,310-56.6% | $7,997-54.9% | $6,507-44.5% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |