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 8-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 | $15,620 | $63,355-75.3% | $91,989-83.0% | $72,985-78.6% |
| Participation rate | 92.0% | 72.5%+19.5pp | 78.6%+13.4pp | 69.5%+22.5pp |
| Annual return | 71.89% | 35.35%+36.5pp | 69.02%+2.9pp | 81.00%-9.1pp |
| Employer contribution / active EE | $2,996 | $2,116+41.6% | $3,452-13.2% | $2,440+22.8% |
| Participant deferral / active EE | $5,043 | $4,883+3.3% | $5,923-14.9% | $3,607+39.8% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |