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 9-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 | $10,772 | $115,770-90.7% | $101,248-89.4% | $158,922-93.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.63% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,369 | $4,175-67.2% | $3,660-62.6% | $4,761-71.3% |
| Participant deferral / active EE | $2,527 | $4,957-49.0% | $4,370-42.2% | $5,982-57.8% |
| Admin fee / account holder | $107 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |