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 8-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 | $16,704 | $185,822-91.0% | $169,993-90.2% | $139,434-88.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.62% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,094 | $7,590-46.1% | $6,785-39.7% | $4,751-13.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $78 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |