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 | $6,492 | $105,998-93.9% | $92,233-93.0% | $147,584-95.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 22.49% | 50.05%-27.6pp | 176.28%-153.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,679-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $2,386 | $4,478-46.7% | $3,897-38.8% | $5,439-56.1% |
| Admin fee / account holder | $146 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |