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 | $21,635 | $105,181-79.4% | $159,436-86.4% | $85,850-74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.86% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,316 | $3,318-60.4% | $4,829-72.8% | $2,565-48.7% |
| Participant deferral / active EE | $4,213 | $5,945-29.1% | $7,352-42.7% | $3,952+6.6% |
| Admin fee / account holder | $39 | $6,933-99.4% | $10,799-99.6% | $6,260-99.4% |