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 | $13,962 | $176,056-92.1% | $159,436-91.2% | $167,490-91.7% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 22.94% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,128 | $5,297-59.8% | $4,829-55.9% | $4,837-56.0% |
| Participant deferral / active EE | $3,716 | $7,750-52.1% | $7,352-49.5% | $6,341-41.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |