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 | $11,261 | $111,724-89.9% | $93,606-88.0% | $145,922-92.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.90% | 202.98%-188.1pp | 133.20%-118.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,151 | $3,090-30.4% | $2,420-11.1% | $4,660-53.8% |
| Participant deferral / active EE | $4,382 | $4,912-10.8% | $4,411-0.7% | $6,688-34.5% |
| Admin fee / account holder | $149 | $10,250-98.5% | $8,285-98.2% | $13,397-98.9% |