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 | $11,397 | $159,602-92.9% | $150,045-92.4% | $142,382-92.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 26.45% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,026 | $4,961-59.2% | $4,693-56.8% | $4,299-52.9% |
| Participant deferral / active EE | $3,273 | $8,310-60.6% | $7,997-59.1% | $6,507-49.7% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |