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 | $16,112 | $126,574-87.3% | $106,213-84.8% | $145,922-89.0% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 14.11% | 224.79%-210.7pp | 116.14%-102.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,139 | $3,730-42.7% | $3,171-32.6% | $4,660-54.1% |
| Participant deferral / active EE | $2,659 | $5,724-53.5% | $5,016-47.0% | $6,688-60.2% |
| Admin fee / account holder | $22 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |