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 | $15,275 | $150,440-89.8% | $136,294-88.8% | $147,584-89.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.91% | 1049.08%-1025.2pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,332 | $5,256-55.6% | $4,695-50.3% | $4,876-52.2% |
| Participant deferral / active EE | $4,308 | $6,630-35.0% | $6,247-31.0% | $5,439-20.8% |
| Admin fee / account holder | $223 | $10,905-98.0% | $9,243-97.6% | $10,885-97.9% |