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 | $27,131 | $152,587-82.2% | $125,175-78.3% | $152,861-82.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 24.73% | 54.84%-30.1pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,145 | $4,946-76.8% | $3,865-70.4% | $4,762-76.0% |
| Participant deferral / active EE | $3,440 | $5,868-41.4% | $4,937-30.3% | $5,850-41.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |