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 | $15,425 | $138,065-88.8% | $123,544-87.5% | $135,375-88.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | 5.56% | 153.68%-148.1pp | 119.20%-113.6pp | 519.73%-514.2pp |
| Employer contribution / active EE | $3,651 | $5,151-29.1% | $4,628-21.1% | $4,779-23.6% |
| Participant deferral / active EE | $6,182 | $6,799-9.1% | $6,426-3.8% | $5,609+10.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |