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 | $16,570 | $157,256-89.5% | $141,162-88.3% | $152,861-89.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 34.76% | 64.32%-29.6pp | 71.39%-36.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $2,936 | $5,261-44.2% | $4,735-38.0% | $4,762-38.4% |
| Participant deferral / active EE | $5,839 | $7,109-17.9% | $6,709-13.0% | $5,850-0.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |