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 6-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 | $10,389 | $176,056-94.1% | $159,436-93.5% | $167,490-93.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 29.03% | 331.75%-302.7pp | 263.57%-234.5pp | 478.56%-449.5pp |
| Employer contribution / active EE | $1,083 | $5,297-79.5% | $4,829-77.6% | $4,837-77.6% |
| Participant deferral / active EE | $3,751 | $7,750-51.6% | $7,352-49.0% | $6,341-40.9% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |