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 | $10,170 | $210,648-95.2% | $177,989-94.3% | $145,922-93.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 20.42% | 385.86%-365.4pp | 294.48%-274.1pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,060 | $4,565-54.9% | $3,949-47.8% | $4,660-55.8% |
| Participant deferral / active EE | $2,483 | $6,958-64.3% | $6,276-60.4% | $6,688-62.9% |
| Admin fee / account holder | $153 | $12,013-98.7% | $10,363-98.5% | $13,397-98.9% |