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 | $18,929 | $112,096-83.1% | $95,952-80.3% | $158,922-88.1% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 26.93% | 171.09%-144.2pp | 91.61%-64.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,415 | $3,198-55.7% | $2,541-44.3% | $4,761-70.3% |
| Participant deferral / active EE | $1,662 | $4,784-65.3% | $4,167-60.1% | $5,982-72.2% |
| Admin fee / account holder | $233 | $10,130-97.7% | $6,795-96.6% | $11,246-97.9% |