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 | $9,069 | $99,020-90.8% | $86,590-89.5% | $147,584-93.9% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 27.02% | 1312.34%-1285.3pp | 964.84%-937.8pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,853 | $3,132-40.8% | $2,839-34.7% | $4,876-62.0% |
| Participant deferral / active EE | $2,781 | $3,972-30.0% | $3,609-22.9% | $5,439-48.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |