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 6-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 | $13,241 | $112,096-88.2% | $95,952-86.2% | $158,922-91.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 48.07% | 171.09%-123.0pp | 91.61%-43.5pp | 302.83%-254.8pp |
| Employer contribution / active EE | $1,822 | $3,198-43.0% | $2,541-28.3% | $4,761-61.7% |
| Participant deferral / active EE | $2,880 | $4,784-39.8% | $4,167-30.9% | $5,982-51.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |