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 | $4,324 | $114,381-96.2% | $107,525-96.0% | $142,382-97.0% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 1474.01% | 242.71%+1231.3pp | 181.32%+1292.7pp | 217.08%+1256.9pp |
| Employer contribution / active EE | $3,095 | $4,015-22.9% | $3,754-17.6% | $4,299-28.0% |
| Participant deferral / active EE | $1,827 | $5,564-67.2% | $5,116-64.3% | $6,507-71.9% |
| Admin fee / account holder | $61 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |