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 9-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 | $18,047 | $176,662-89.8% | $130,648-86.2% | $152,861-88.2% |
| Participation rate | 76.9% | 79.0%-2.0pp | 71.7%+5.2pp | 82.4%-5.5pp |
| Annual return | 27.47% | 2692.24%-2664.8pp | 1708.96%-1681.5pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,165 | $5,742-79.7% | $4,092-71.5% | $4,762-75.5% |
| Participant deferral / active EE | $3,780 | $4,361-13.3% | $3,603+4.9% | $5,850-35.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |