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 7-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 | $11,200 | $165,335-93.2% | $149,696-92.5% | $158,922-93.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 40.04% | 348.15%-308.1pp | 276.60%-236.6pp | 302.83%-262.8pp |
| Employer contribution / active EE | $2,049 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $2,703 | $7,181-62.4% | $6,842-60.5% | $5,982-54.8% |
| Admin fee / account holder | $200 | $10,807-98.1% | $9,309-97.9% | $11,246-98.2% |