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 | $12,862 | $121,625-89.4% | $104,607-87.7% | $158,922-91.9% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 12.93% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,264 | $3,163-60.0% | $2,681-52.8% | $4,761-73.4% |
| Participant deferral / active EE | $2,046 | $4,177-51.0% | $3,740-45.3% | $5,982-65.8% |
| Admin fee / account holder | $7 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |