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 | $22,104 | $162,781-86.4% | $133,956-83.5% | $158,922-86.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 17.38% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,164 | $4,975-56.5% | $3,919-44.8% | $4,761-54.5% |
| Participant deferral / active EE | $2,164 | $5,911-63.4% | $5,048-57.1% | $5,982-63.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |