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 | $9,872 | $60,124-83.6% | $90,404-89.1% | $79,858-87.6% |
| Participation rate | 94.0% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.4pp |
| Annual return | 14.88% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $717 | $2,068-65.3% | $3,262-78.0% | $2,471-71.0% |
| Participant deferral / active EE | $1,522 | $2,938-48.2% | $3,963-61.6% | $3,740-59.3% |
| Admin fee / account holder | $293 | $3,976-92.6% | $5,611-94.8% | $5,306-94.5% |