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 | $32,405 | $198,466-83.7% | $170,442-81.0% | $147,584-78.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 28.67% | 257.29%-228.6pp | 205.93%-177.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $1,609 | $6,184-74.0% | $5,433-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $6,088 | $5,629+8.1% | $4,939+23.3% | $5,439+11.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |