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 | $16,793 | $175,202-90.4% | $149,673-88.8% | $139,434-88.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 162.37% | 166.71%-4.3pp | 134.42%+27.9pp | 372.94%-210.6pp |
| Employer contribution / active EE | $1,662 | $5,474-69.6% | $4,818-65.5% | $4,751-65.0% |
| Participant deferral / active EE | $3,943 | $6,519-39.5% | $5,680-30.6% | $6,710-41.2% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |