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 9-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 | $19,251 | $89,355-78.5% | $141,162-86.4% | $72,985-73.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 230.67% | 111.85%+118.8pp | 71.39%+159.3pp | 81.00%+149.7pp |
| Employer contribution / active EE | $1,876 | $3,114-39.8% | $4,735-60.4% | $2,440-23.1% |
| Participant deferral / active EE | $4,712 | $5,418-13.0% | $6,709-29.8% | $3,607+30.6% |
| Admin fee / account holder | $226 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |