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 8-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 | $15,481 | $884,045-98.2% | $453,369-96.6% | $167,490-90.8% |
| Participation rate | 71.4% | 81.6%-10.1pp | 78.0%-6.6pp | 82.1%-10.7pp |
| Annual return | 13.06% | 29.49%-16.4pp | 64.40%-51.3pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,919 | $5,538-65.4% | $4,070-52.9% | $4,837-60.3% |
| Participant deferral / active EE | $2,259 | $7,898-71.4% | $6,209-63.6% | $6,341-64.4% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |