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 | $14,848 | $115,770-87.2% | $101,248-85.3% | $158,922-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.85% | 56.14%-34.3pp | 46.47%-24.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,048 | $4,175-27.0% | $3,660-16.7% | $4,761-36.0% |
| Participant deferral / active EE | $4,448 | $4,957-10.3% | $4,370+1.8% | $5,982-25.6% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |