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 4-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 | $14,929 | $202,432-92.6% | $169,368-91.2% | $139,434-89.3% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 55.54% | 531.74%-476.2pp | 405.60%-350.1pp | 372.94%-317.4pp |
| Employer contribution / active EE | $724 | $4,692-84.6% | $4,013-82.0% | $4,751-84.8% |
| Participant deferral / active EE | $6,795 | $6,938-2.1% | $6,221+9.2% | $6,710+1.3% |
| Admin fee / account holder | $14 | $10,708-99.9% | $9,003-99.8% | $11,403-99.9% |