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 | $13,629 | $176,056-92.3% | $159,436-91.5% | $167,490-91.9% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 39.26% | 331.75%-292.5pp | 263.57%-224.3pp | 478.56%-439.3pp |
| Employer contribution / active EE | $2,330 | $5,297-56.0% | $4,829-51.7% | $4,837-51.8% |
| Participant deferral / active EE | $4,546 | $7,750-41.3% | $7,352-38.2% | $6,341-28.3% |
| Admin fee / account holder | $118 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |