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 | $26,881 | $176,812-84.8% | $146,665-81.7% | $167,490-84.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 37.72% | 24.03%+13.7pp | 22.74%+15.0pp | 478.56%-440.8pp |
| Employer contribution / active EE | $1,837 | $5,160-64.4% | $4,136-55.6% | $4,837-62.0% |
| Participant deferral / active EE | $9,777 | $6,440+51.8% | $5,506+77.6% | $6,341+54.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |