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 | $21,838 | $144,119-84.8% | $117,854-81.5% | $147,584-85.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 15.97% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,630 | $4,896-66.7% | $3,786-57.0% | $4,876-66.6% |
| Participant deferral / active EE | $4,011 | $5,316-24.5% | $4,482-10.5% | $5,439-26.2% |
| Admin fee / account holder | $230 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |