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 | $11,220 | $176,056-93.6% | $159,436-93.0% | $167,490-93.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 35.08% | 331.75%-296.7pp | 263.57%-228.5pp | 478.56%-443.5pp |
| Employer contribution / active EE | $3,146 | $5,297-40.6% | $4,829-34.9% | $4,837-35.0% |
| Participant deferral / active EE | $4,538 | $7,750-41.4% | $7,352-38.3% | $6,341-28.4% |
| Admin fee / account holder | $119 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |