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 4-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 | $16,663 | $59,417-72.0% | $93,606-82.2% | $74,495-77.6% |
| Participation rate | 89.0% | 59.7%+29.3pp | 68.7%+20.3pp | 67.2%+21.8pp |
| Annual return | 13.38% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,333 | $1,264+5.5% | $2,420-44.9% | $2,623-49.2% |
| Participant deferral / active EE | $2,504 | $3,050-17.9% | $4,411-43.2% | $4,346-42.4% |
| Admin fee / account holder | $242 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |