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 | $11,001 | $78,694-86.0% | $67,652-83.7% | $125,391-91.2% |
| Participation rate | 91.3% | 78.8%+12.5pp | 75.7%+15.6pp | 83.2%+8.1pp |
| Annual return | 15.65% | 9.46%+6.2pp | 6625.04%-6609.4pp | 282.22%-266.6pp |
| Employer contribution / active EE | $1,948 | $3,044-36.0% | $2,266-14.0% | $4,866-60.0% |
| Participant deferral / active EE | $4,652 | $4,292+8.4% | $3,560+30.7% | $5,352-13.1% |
| Admin fee / account holder | $156 | $7,403-97.9% | $4,821-96.8% | $9,540-98.4% |