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 7-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 | $13,241 | $157,256-91.6% | $141,162-90.6% | $152,861-91.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 226.46% | 64.32%+162.1pp | 71.39%+155.1pp | 345.32%-118.9pp |
| Employer contribution / active EE | $1,889 | $5,261-64.1% | $4,735-60.1% | $4,762-60.3% |
| Participant deferral / active EE | $3,087 | $7,109-56.6% | $6,709-54.0% | $5,850-47.2% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |