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 | $9,895 | $150,440-93.4% | $136,294-92.7% | $147,584-93.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 12.91% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,226 | $5,256-57.7% | $4,695-52.6% | $4,876-54.4% |
| Participant deferral / active EE | $3,678 | $6,630-44.5% | $6,247-41.1% | $5,439-32.4% |
| Admin fee / account holder | $27 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |