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 | $12,950 | $185,822-93.0% | $169,993-92.4% | $139,434-90.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 37.93% | 60.50%-22.6pp | 53.37%-15.4pp | 372.94%-335.0pp |
| Employer contribution / active EE | $1,572 | $7,590-79.3% | $6,785-76.8% | $4,751-66.9% |
| Participant deferral / active EE | $5,458 | $11,622-53.0% | $10,408-47.6% | $6,710-18.7% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |