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 | $20,498 | $165,335-87.6% | $149,696-86.3% | $158,922-87.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 30.99% | 348.15%-317.2pp | 276.60%-245.6pp | 302.83%-271.8pp |
| Employer contribution / active EE | $1,532 | $5,103-70.0% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $3,719 | $7,181-48.2% | $6,842-45.6% | $5,982-37.8% |
| Admin fee / account holder | $55 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |