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 | $11,835 | $107,334-89.0% | $92,893-87.3% | $152,861-92.3% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 30.93% | 145.58%-114.7pp | 109.41%-78.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,238 | $4,221-70.7% | $3,653-66.1% | $4,762-74.0% |
| Participant deferral / active EE | $3,366 | $4,845-30.5% | $4,236-20.5% | $5,850-42.5% |
| Admin fee / account holder | $112 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |