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 9-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 | $16,526 | $157,256-89.5% | $141,162-88.3% | $152,861-89.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 18.78% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,036 | $5,261-23.3% | $4,735-14.8% | $4,762-15.3% |
| Participant deferral / active EE | $4,127 | $7,109-41.9% | $6,709-38.5% | $5,850-29.4% |
| Admin fee / account holder | $143 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |