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 8-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 | $16,475 | $106,890-84.6% | $84,015-80.4% | $152,861-89.2% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 11.58% | 104.99%-93.4pp | 71.31%-59.7pp | 345.32%-333.7pp |
| Employer contribution / active EE | $4,259 | $2,734+55.8% | $1,983+114.7% | $4,762-10.6% |
| Participant deferral / active EE | $4,186 | $4,011+4.4% | $3,239+29.3% | $5,850-28.4% |
| Admin fee / account holder | $86 | $8,285-99.0% | $6,101-98.6% | $11,596-99.3% |