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 | $13,443 | $121,625-88.9% | $104,607-87.1% | $158,922-91.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 19.80% | 465.26%-445.5pp | 340.46%-320.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,559 | $3,163-50.7% | $2,681-41.9% | $4,761-67.3% |
| Participant deferral / active EE | $3,489 | $4,177-16.5% | $3,740-6.7% | $5,982-41.7% |
| Admin fee / account holder | $125 | $7,787-98.4% | $6,473-98.1% | $11,246-98.9% |