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 | $15,502 | $183,519-91.6% | $155,509-90.0% | $145,922-89.4% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 14.57% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,360 | $5,313-55.6% | $4,672-49.5% | $4,660-49.3% |
| Participant deferral / active EE | $4,522 | $6,462-30.0% | $5,626-19.6% | $6,688-32.4% |
| Admin fee / account holder | $244 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |