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 | $10,416 | $149,734-93.0% | $118,925-91.2% | $158,922-93.4% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 24.10% | 19.95%+4.2pp | 35.88%-11.8pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,329 | $4,115-67.7% | $3,263-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $1,970 | $5,223-62.3% | $4,265-53.8% | $5,982-67.1% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |