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 5-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 | $16,454 | $105,181-84.4% | $159,436-89.7% | $85,850-80.8% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 28.65% | 45.07%-16.4pp | 263.57%-234.9pp | 318.53%-289.9pp |
| Employer contribution / active EE | $1,435 | $3,318-56.7% | $4,829-70.3% | $2,565-44.0% |
| Participant deferral / active EE | $3,946 | $5,945-33.6% | $7,352-46.3% | $3,952-0.1% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |