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 | $14,906 | $107,334-86.1% | $92,893-84.0% | $152,861-90.2% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 26.11% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,006 | $4,221-76.2% | $3,653-72.4% | $4,762-78.9% |
| Participant deferral / active EE | $2,436 | $4,845-49.7% | $4,236-42.5% | $5,850-58.4% |
| Admin fee / account holder | $33 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |