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 | $13,627 | $109,359-87.5% | $162,163-91.6% | $72,985-81.3% |
| Participation rate | 71.4% | 84.3%-12.8pp | 87.6%-16.1pp | 69.5%+1.9pp |
| Annual return | 176.94% | 25.46%+151.5pp | 115.59%+61.3pp | 81.00%+95.9pp |
| Employer contribution / active EE | $1,438 | $3,907-63.2% | $5,614-74.4% | $2,440-41.0% |
| Participant deferral / active EE | $3,093 | $5,481-43.6% | $7,298-57.6% | $3,607-14.3% |
| Admin fee / account holder | $80 | $7,972-99.0% | $10,843-99.3% | $5,124-98.4% |