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 | $13,921 | $115,770-88.0% | $101,248-86.3% | $158,922-91.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 22.92% | 56.14%-33.2pp | 46.47%-23.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $911 | $4,175-78.2% | $3,660-75.1% | $4,761-80.9% |
| Participant deferral / active EE | $2,850 | $4,957-42.5% | $4,370-34.8% | $5,982-52.4% |
| Admin fee / account holder | $51 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |