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 | $13,186 | $202,432-93.5% | $169,368-92.2% | $139,434-90.5% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 105.41% | 531.74%-426.3pp | 405.60%-300.2pp | 372.94%-267.5pp |
| Employer contribution / active EE | $1,808 | $4,692-61.5% | $4,013-54.9% | $4,751-61.9% |
| Participant deferral / active EE | $5,998 | $6,938-13.5% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $10 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |