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 4-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 | $11,860 | $133,922-91.1% | $116,228-89.8% | $142,382-91.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 20.98% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,581 | $3,446-54.1% | $2,994-47.2% | $4,299-63.2% |
| Participant deferral / active EE | $2,200 | $5,672-61.2% | $4,953-55.6% | $6,507-66.2% |
| Admin fee / account holder | $107 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |