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 | $15,409 | $105,998-85.5% | $92,233-83.3% | $147,584-89.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 27.80% | 50.05%-22.2pp | 176.28%-148.5pp | 578.55%-550.7pp |
| Employer contribution / active EE | $1,028 | $4,333-76.3% | $3,679-72.1% | $4,876-78.9% |
| Participant deferral / active EE | $2,821 | $4,478-37.0% | $3,897-27.6% | $5,439-48.1% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |