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 9-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 | $12,295 | $121,625-89.9% | $104,607-88.2% | $158,922-92.3% |
| Participation rate | 85.0% | 77.5%+7.5pp | 74.1%+10.9pp | 82.0%+3.0pp |
| Annual return | 22.38% | 465.26%-442.9pp | 340.46%-318.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,425 | $3,163-54.9% | $2,681-46.8% | $4,761-70.1% |
| Participant deferral / active EE | $1,469 | $4,177-64.8% | $3,740-60.7% | $5,982-75.4% |
| Admin fee / account holder | $126 | $7,787-98.4% | $6,473-98.0% | $11,246-98.9% |