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 9-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 | $14,115 | $65,561-78.5% | $86,188-83.6% | $75,163-81.2% |
| Participation rate | 97.7% | 60.5%+37.2pp | 69.0%+28.8pp | 67.2%+30.5pp |
| Annual return | 13.11% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,125 | $1,553-27.5% | $2,380-52.7% | $2,670-57.9% |
| Participant deferral / active EE | $1,789 | $3,024-40.8% | $3,985-55.1% | $4,125-56.6% |
| Admin fee / account holder | $121 | $5,474-97.8% | $6,852-98.2% | $5,651-97.9% |