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 6-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 | $17,753 | $155,788-88.6% | $124,672-85.8% | $167,490-89.4% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 28.29% | 17.97%+10.3pp | 5142.93%-5114.6pp | 478.56%-450.3pp |
| Employer contribution / active EE | $1,748 | $4,163-58.0% | $3,324-47.4% | $4,837-63.9% |
| Participant deferral / active EE | $3,245 | $5,673-42.8% | $4,614-29.7% | $6,341-48.8% |
| Admin fee / account holder | $181 | $9,531-98.1% | $7,493-97.6% | $12,309-98.5% |