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 | $32,774 | $198,466-83.5% | $170,442-80.8% | $147,584-77.8% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 69.31% | 257.29%-188.0pp | 205.93%-136.6pp | 578.55%-509.2pp |
| Employer contribution / active EE | $2,197 | $6,184-64.5% | $5,433-59.6% | $4,876-54.9% |
| Participant deferral / active EE | $5,405 | $5,629-4.0% | $4,939+9.4% | $5,439-0.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |