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 | $12,524 | $175,202-92.9% | $149,673-91.6% | $139,434-91.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.38% | 166.71%-136.3pp | 134.42%-104.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,905 | $5,474-65.2% | $4,818-60.4% | $4,751-59.9% |
| Participant deferral / active EE | $4,754 | $6,519-27.1% | $5,680-16.3% | $6,710-29.2% |
| Admin fee / account holder | $79 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |