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 | $10,126 | $104,486-90.3% | $76,817-86.8% | $152,861-93.4% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 32.89% | 1013.37%-980.5pp | 1166.11%-1133.2pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,480 | $3,116-52.5% | $2,302-35.7% | $4,762-68.9% |
| Participant deferral / active EE | $2,592 | $4,236-38.8% | $3,336-22.3% | $5,850-55.7% |
| Admin fee / account holder | $153 | $12,275-98.8% | $6,420-97.6% | $11,596-98.7% |