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 | $18,619 | $127,065-85.3% | $113,168-83.5% | $142,382-86.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 15.61% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,104 | $3,442-38.9% | $2,975-29.3% | $4,299-51.1% |
| Participant deferral / active EE | $3,149 | $5,716-44.9% | $5,107-38.3% | $6,507-51.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |