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 | $14,613 | $165,335-91.2% | $149,696-90.2% | $158,922-90.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 21.39% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,214 | $5,103-56.6% | $4,644-52.3% | $4,761-53.5% |
| Participant deferral / active EE | $2,502 | $7,181-65.2% | $6,842-63.4% | $5,982-58.2% |
| Admin fee / account holder | $97 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |