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 | $11,390 | $107,334-89.4% | $92,893-87.7% | $152,861-92.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 42.16% | 145.58%-103.4pp | 109.41%-67.3pp | 345.32%-303.2pp |
| Employer contribution / active EE | $3,929 | $4,221-6.9% | $3,653+7.6% | $4,762-17.5% |
| Participant deferral / active EE | $5,519 | $4,845+13.9% | $4,236+30.3% | $5,850-5.7% |
| Admin fee / account holder | $217 | $7,079-96.9% | $5,794-96.3% | $11,596-98.1% |