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 | $22,412 | $85,766-73.9% | $136,294-83.6% | $70,131-68.0% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 19.41% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,092 | $2,966-63.2% | $4,695-76.7% | $2,342-53.4% |
| Participant deferral / active EE | $2,887 | $5,051-42.8% | $6,247-53.8% | $3,332-13.3% |
| Admin fee / account holder | $94 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |