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 | $14,070 | $91,538-84.6% | $129,995-89.2% | $75,163-81.3% |
| Participation rate | 76.7% | 71.4%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 17.81% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,645 | $2,845+28.1% | $4,320-15.6% | $2,670+36.5% |
| Participant deferral / active EE | $2,468 | $4,341-43.1% | $5,820-57.6% | $4,125-40.2% |
| Admin fee / account holder | $86 | $6,790-98.7% | $10,614-99.2% | $5,651-98.5% |