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 | $12,285 | $77,813-84.2% | $123,544-90.1% | $64,186-80.9% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | 201.56% | 12.48%+189.1pp | 119.20%+82.4pp | 7.63%+193.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,883 | $5,240+12.3% | $6,426-8.4% | $3,470+69.6% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |