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 | $15,631 | $115,770-86.5% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 20.92% | 56.14%-35.2pp | 46.47%-25.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,343 | $4,175-67.8% | $3,660-63.3% | $4,761-71.8% |
| Participant deferral / active EE | $1,619 | $4,957-67.3% | $4,370-63.0% | $5,982-72.9% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |