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 | $12,473 | $105,998-88.2% | $92,233-86.5% | $147,584-91.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 21.48% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,053 | $4,333-52.6% | $3,679-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $4,397 | $4,478-1.8% | $3,897+12.8% | $5,439-19.2% |
| Admin fee / account holder | $40 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |