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 | $14,738 | $85,766-82.8% | $136,294-89.2% | $70,131-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 67.12% | 31.45%+35.7pp | 5155.94%-5088.8pp | 73.14%-6.0pp |
| Employer contribution / active EE | $3,294 | $2,966+11.0% | $4,695-29.9% | $2,342+40.6% |
| Participant deferral / active EE | $5,600 | $5,051+10.9% | $6,247-10.4% | $3,332+68.1% |
| Admin fee / account holder | $86 | $5,420-98.4% | $9,243-99.1% | $4,645-98.2% |