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 | $12,463 | $93,571-86.7% | $135,903-90.8% | $75,163-83.4% |
| Participation rate | 72.4% | 75.2%-2.8pp | 81.9%-9.5pp | 67.2%+5.2pp |
| Annual return | 46.15% | 30.90%+15.3pp | 68.23%-22.1pp | 160.62%-114.5pp |
| Employer contribution / active EE | $2,527 | $3,537-28.5% | $4,856-48.0% | $2,670-5.3% |
| Participant deferral / active EE | $3,130 | $6,404-51.1% | $7,758-59.7% | $4,125-24.1% |
| Admin fee / account holder | $142 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |