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 | $9,611 | $99,652-90.4% | $78,778-87.8% | $147,584-93.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 10.89% | 47.28%-36.4pp | 35.62%-24.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $772 | $2,796-72.4% | $1,986-61.1% | $4,876-84.2% |
| Participant deferral / active EE | $2,594 | $3,664-29.2% | $2,958-12.3% | $5,439-52.3% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,885-99.8% |