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 | $11,417 | $99,079-88.5% | $77,999-85.4% | $273,961-95.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 5.00% | 217.93%-212.9pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,418 | $3,308-57.1% | $2,470-42.6% | $4,869-70.9% |
| Participant deferral / active EE | $1,462 | $4,306-66.0% | $3,497-58.2% | $5,287-72.3% |
| Admin fee / account holder | $46 | $8,954-99.5% | $5,480-99.2% | $10,132-99.5% |