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 6-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 | $10,386 | $102,604-89.9% | $86,188-87.9% | $139,434-92.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 43.17% | 1922.51%-1879.3pp | 1168.45%-1125.3pp | 372.94%-329.8pp |
| Employer contribution / active EE | $1,017 | $3,032-66.5% | $2,380-57.3% | $4,751-78.6% |
| Participant deferral / active EE | $4,156 | $4,676-11.1% | $3,985+4.3% | $6,710-38.1% |
| Admin fee / account holder | $51 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |