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 | $20,985 | $152,587-86.2% | $125,175-83.2% | $152,861-86.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.43% | 54.84%-33.4pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,795 | $4,946-63.7% | $3,865-53.6% | $4,762-62.3% |
| Participant deferral / active EE | $5,538 | $5,868-5.6% | $4,937+12.2% | $5,850-5.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |