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 | $27,901 | $168,632-83.5% | $147,614-81.1% | $125,391-77.7% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -0.73% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,146 | $6,252-49.7% | $5,564-43.5% | $4,866-35.4% |
| Participant deferral / active EE | $4,586 | $5,507-16.7% | $4,895-6.3% | $5,352-14.3% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |