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 | $10,732 | $83,902-87.2% | $167,512-93.6% | $84,808-87.3% |
| Participation rate | 95.5% | 66.5%+29.0pp | 77.1%+18.4pp | 68.3%+27.1pp |
| Annual return | 17.86% | 91.55%-73.7pp | 1615.79%-1597.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $732 | $2,264-67.7% | $3,882-81.1% | $2,631-72.2% |
| Participant deferral / active EE | $1,857 | $4,442-58.2% | $6,405-71.0% | $4,212-55.9% |
| Admin fee / account holder | $295 | $7,915-96.3% | $9,769-97.0% | $7,344-96.0% |