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 7-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 | $13,433 | $176,056-92.4% | $159,436-91.6% | $167,490-92.0% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 21.50% | 331.75%-310.3pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $2,010 | $5,297-62.1% | $4,829-58.4% | $4,837-58.5% |
| Participant deferral / active EE | $3,406 | $7,750-56.1% | $7,352-53.7% | $6,341-46.3% |
| Admin fee / account holder | $55 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |