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 | $26,304 | $149,679-82.4% | $117,039-77.5% | $147,584-82.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 11.85% | 19.31%-7.5pp | 18.95%-7.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,245 | $4,937-74.8% | $3,785-67.1% | $4,876-74.5% |
| Participant deferral / active EE | $1,245 | $4,912-74.7% | $3,929-68.3% | $5,439-77.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |