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 | $19,631 | $157,256-87.5% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 76.61% | 64.32%+12.3pp | 71.39%+5.2pp | 345.32%-268.7pp |
| Employer contribution / active EE | $2,313 | $5,261-56.0% | $4,735-51.2% | $4,762-51.4% |
| Participant deferral / active EE | $5,836 | $7,109-17.9% | $6,709-13.0% | $5,850-0.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |