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 | $12,034 | $127,386-90.6% | $115,037-89.5% | $125,391-90.4% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 186.34% | 31.28%+155.1pp | 26.14%+160.2pp | 282.22%-95.9pp |
| Employer contribution / active EE | $1,906 | $5,166-63.1% | $4,608-58.6% | $4,866-60.8% |
| Participant deferral / active EE | $4,667 | $6,423-27.3% | $6,026-22.6% | $5,352-12.8% |
| Admin fee / account holder | $151 | $9,516-98.4% | $8,175-98.2% | $9,540-98.4% |