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 9-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 | $15,376 | $85,766-82.1% | $136,294-88.7% | $70,131-78.1% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 103.01% | 31.45%+71.6pp | 5155.94%-5052.9pp | 73.14%+29.9pp |
| Employer contribution / active EE | $2,374 | $2,966-20.0% | $4,695-49.4% | $2,342+1.3% |
| Participant deferral / active EE | $4,837 | $5,051-4.2% | $6,247-22.6% | $3,332+45.2% |
| Admin fee / account holder | $170 | $5,420-96.9% | $9,243-98.2% | $4,645-96.3% |