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 | $11,570 | $210,648-94.5% | $177,989-93.5% | $145,922-92.1% |
| Participation rate | 77.3% | 80.8%-3.5pp | 77.1%+0.2pp | 80.3%-3.0pp |
| Annual return | 21.40% | 385.86%-364.5pp | 294.48%-273.1pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,410 | $4,565-69.1% | $3,949-64.3% | $4,660-69.7% |
| Participant deferral / active EE | $2,228 | $6,958-68.0% | $6,276-64.5% | $6,688-66.7% |
| Admin fee / account holder | $69 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |