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 | $14,762 | $227,553-93.5% | $189,557-92.2% | $167,490-91.2% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 45.62% | 78.40%-32.8pp | 64.17%-18.6pp | 478.56%-432.9pp |
| Employer contribution / active EE | $3,290 | $5,316-38.1% | $4,412-25.4% | $4,837-32.0% |
| Participant deferral / active EE | $6,725 | $7,002-4.0% | $6,174+8.9% | $6,341+6.1% |
| Admin fee / account holder | $1 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |