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 7-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 | $13,423 | $133,922-90.0% | $116,228-88.5% | $142,382-90.6% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 27.31% | 147.76%-120.5pp | 90.06%-62.8pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,930 | $3,446-44.0% | $2,994-35.5% | $4,299-55.1% |
| Participant deferral / active EE | $2,940 | $5,672-48.2% | $4,953-40.6% | $6,507-54.8% |
| Admin fee / account holder | $3 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |