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 | $14,525 | $74,927-80.6% | $101,794-85.7% | $84,808-82.9% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 30.97% | 18.70%+12.3pp | 30.53%+0.4pp | 40.90%-9.9pp |
| Employer contribution / active EE | $1,006 | $1,522-33.9% | $2,289-56.0% | $2,631-61.8% |
| Participant deferral / active EE | $1,421 | $3,099-54.2% | $4,084-65.2% | $4,212-66.3% |
| Admin fee / account holder | $273 | $6,514-95.8% | $8,777-96.9% | $7,344-96.3% |