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 | $20,866 | $144,119-85.5% | $117,854-82.3% | $147,584-85.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 9.79% | 531.15%-521.4pp | 335.08%-325.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $2,355 | $4,896-51.9% | $3,786-37.8% | $4,876-51.7% |
| Participant deferral / active EE | $2,201 | $5,316-58.6% | $4,482-50.9% | $5,439-59.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |