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 | $11,382 | $77,145-85.2% | $108,410-89.5% | $85,850-86.7% |
| Participation rate | 86.7% | 74.7%+12.0pp | 80.1%+6.5pp | 69.3%+17.4pp |
| Annual return | 14.07% | 44.54%-30.5pp | 905.27%-891.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $542 | $2,379-77.2% | $3,558-84.8% | $2,565-78.9% |
| Participant deferral / active EE | $3,910 | $5,566-29.8% | $6,563-40.4% | $3,952-1.1% |
| Admin fee / account holder | $65 | $5,172-98.7% | $7,295-99.1% | $6,260-99.0% |