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 7-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 | $15,335 | $175,202-91.2% | $149,673-89.8% | $139,434-89.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 37.20% | 166.71%-129.5pp | 134.42%-97.2pp | 372.94%-335.7pp |
| Employer contribution / active EE | $1,967 | $5,474-64.1% | $4,818-59.2% | $4,751-58.6% |
| Participant deferral / active EE | $5,857 | $6,519-10.2% | $5,680+3.1% | $6,710-12.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |