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 | $14,195 | $202,318-93.0% | $172,739-91.8% | $152,861-90.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 23.85% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,960 | $5,856-66.5% | $5,143-61.9% | $4,762-58.8% |
| Participant deferral / active EE | $2,375 | $5,948-60.1% | $5,198-54.3% | $5,850-59.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |