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 3-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 | $9,351 | $111,754-91.6% | $103,333-91.0% | $145,922-93.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 50.30% | 24.77%+25.5pp | 24.88%+25.4pp | 561.29%-511.0pp |
| Employer contribution / active EE | $2,590 | $4,212-38.5% | $3,868-33.0% | $4,660-44.4% |
| Participant deferral / active EE | $3,791 | $5,619-32.5% | $5,057-25.0% | $6,688-43.3% |
| Admin fee / account holder | $236 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |