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 | $20,153 | $103,376-80.5% | $87,100-76.9% | $152,861-86.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 49.53% | 28.10%+21.4pp | 28.19%+21.3pp | 345.32%-295.8pp |
| Employer contribution / active EE | $1,813 | $3,220-43.7% | $2,521-28.1% | $4,762-61.9% |
| Participant deferral / active EE | $3,092 | $4,778-35.3% | $4,049-23.6% | $5,850-47.2% |
| Admin fee / account holder | $21 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |