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 | $12,650 | $63,346-80.0% | $92,233-86.3% | $70,131-82.0% |
| Participation rate | 89.7% | 68.7%+21.1pp | 76.5%+13.3pp | 69.5%+20.2pp |
| Annual return | 16.21% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,569 | $2,854-10.0% | $3,897-34.1% | $3,332-22.9% |
| Admin fee / account holder | $101 | $3,840-97.4% | $5,194-98.0% | $4,645-97.8% |