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 | $10,736 | $202,432-94.7% | $169,368-93.7% | $139,434-92.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 43.13% | 531.74%-488.6pp | 405.60%-362.5pp | 372.94%-329.8pp |
| Employer contribution / active EE | $1,143 | $4,692-75.6% | $4,013-71.5% | $4,751-75.9% |
| Participant deferral / active EE | $3,306 | $6,938-52.4% | $6,221-46.9% | $6,710-50.7% |
| Admin fee / account holder | $52 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |