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 | $12,228 | $157,256-92.2% | $141,162-91.3% | $152,861-92.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 47.41% | 64.32%-16.9pp | 71.39%-24.0pp | 345.32%-297.9pp |
| Employer contribution / active EE | $2,657 | $5,261-49.5% | $4,735-43.9% | $4,762-44.2% |
| Participant deferral / active EE | $4,286 | $7,109-39.7% | $6,709-36.1% | $5,850-26.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |