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 8-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 | $11,859 | $106,890-88.9% | $84,015-85.9% | $152,861-92.2% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 50.32% | 104.99%-54.7pp | 71.31%-21.0pp | 345.32%-295.0pp |
| Employer contribution / active EE | $1,651 | $2,734-39.6% | $1,983-16.7% | $4,762-65.3% |
| Participant deferral / active EE | $3,326 | $4,011-17.1% | $3,239+2.7% | $5,850-43.2% |
| Admin fee / account holder | $10 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |