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 | $19,985 | $198,466-89.9% | $170,442-88.3% | $147,584-86.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 21.71% | 257.29%-235.6pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,328 | $6,184-62.4% | $5,433-57.2% | $4,876-52.3% |
| Participant deferral / active EE | $3,105 | $5,629-44.9% | $4,939-37.1% | $5,439-42.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |