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 | $10,057 | $101,069-90.0% | $81,478-87.7% | $147,584-93.2% |
| Participation rate | 86.7% | 74.5%+12.2pp | 68.0%+18.7pp | 82.8%+3.8pp |
| Annual return | 38.38% | 32.40%+6.0pp | 38.78%-0.4pp | 578.55%-540.2pp |
| Employer contribution / active EE | $2,715 | $3,205-15.3% | $2,568+5.7% | $4,876-44.3% |
| Participant deferral / active EE | $3,739 | $4,242-11.9% | $3,537+5.7% | $5,439-31.3% |
| Admin fee / account holder | $295 | $5,812-94.9% | $4,561-93.5% | $10,885-97.3% |