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 | $12,997 | $198,466-93.5% | $170,442-92.4% | $147,584-91.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 17.78% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,407 | $6,184-61.1% | $5,433-55.7% | $4,876-50.6% |
| Participant deferral / active EE | $3,432 | $5,629-39.0% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |