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 8-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 | $12,954 | $99,341-87.0% | $84,750-84.7% | $273,961-95.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 117.50% | 22.93%+94.6pp | 22.78%+94.7pp | 41.45%+76.0pp |
| Employer contribution / active EE | $1,371 | $4,214-67.5% | $3,574-61.6% | $4,869-71.8% |
| Participant deferral / active EE | $1,807 | $4,269-57.7% | $3,712-51.3% | $5,287-65.8% |
| Admin fee / account holder | $51 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |