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 3-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 | $14,254 | $210,648-93.2% | $177,989-92.0% | $145,922-90.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 16.08% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,077 | $4,565-10.7% | $3,949+3.3% | $4,660-12.5% |
| Participant deferral / active EE | $5,154 | $6,958-25.9% | $6,276-17.9% | $6,688-22.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |