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 | $9,316 | $165,912-94.4% | $122,332-92.4% | $147,584-93.7% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 25.70% | 34.55%-8.9pp | 30.27%-4.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,362 | $4,005+58.8% | $3,287+93.6% | $5,439+17.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |