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 | $21,729 | $98,750-78.0% | $149,696-85.5% | $79,858-72.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 38.24% | 27.43%+10.8pp | 276.60%-238.4pp | 31.71%+6.5pp |
| Employer contribution / active EE | $2,941 | $3,216-8.6% | $4,644-36.7% | $2,471+19.0% |
| Participant deferral / active EE | $4,103 | $5,680-27.8% | $6,842-40.0% | $3,740+9.7% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |