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 3-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 | $13,258 | $133,922-90.1% | $116,228-88.6% | $142,382-90.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 45.61% | 147.76%-102.2pp | 90.06%-44.4pp | 217.08%-171.5pp |
| Employer contribution / active EE | $1,690 | $3,446-50.9% | $2,994-43.6% | $4,299-60.7% |
| Participant deferral / active EE | $3,753 | $5,672-33.8% | $4,953-24.2% | $6,507-42.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |