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 | $10,329 | $121,625-91.5% | $104,607-90.1% | $158,922-93.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 41.45% | 465.26%-423.8pp | 340.46%-299.0pp | 302.83%-261.4pp |
| Employer contribution / active EE | $592 | $3,163-81.3% | $2,681-77.9% | $4,761-87.6% |
| Participant deferral / active EE | $4,321 | $4,177+3.4% | $3,740+15.5% | $5,982-27.8% |
| Admin fee / account holder | $33 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |