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 | $11,655 | $176,812-93.4% | $146,665-92.1% | $167,490-93.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 56.21% | 24.03%+32.2pp | 22.74%+33.5pp | 478.56%-422.4pp |
| Employer contribution / active EE | $2,522 | $5,160-51.1% | $4,136-39.0% | $4,837-47.9% |
| Participant deferral / active EE | $4,589 | $6,440-28.7% | $5,506-16.7% | $6,341-27.6% |
| Admin fee / account holder | $6 | $13,259-100.0% | $10,280-99.9% | $12,309-100.0% |