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 10-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 | $11,818 | $99,652-88.1% | $78,778-85.0% | $147,584-92.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 57.93% | 47.28%+10.6pp | 35.62%+22.3pp | 578.55%-520.6pp |
| Employer contribution / active EE | $2,101 | $2,796-24.8% | $1,986+5.8% | $4,876-56.9% |
| Participant deferral / active EE | $3,922 | $3,664+7.1% | $2,958+32.6% | $5,439-27.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |