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 6-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 | $14,416 | $115,882-87.6% | $100,516-85.7% | $158,922-90.9% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 54.22% | 34.79%+19.4pp | 30.89%+23.3pp | 302.83%-248.6pp |
| Employer contribution / active EE | $2,516 | $4,103-38.7% | $3,418-26.4% | $4,761-47.2% |
| Participant deferral / active EE | $4,670 | $6,674-30.0% | $6,270-25.5% | $5,982-21.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |