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 | $12,833 | $99,652-87.1% | $78,778-83.7% | $147,584-91.3% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 28.93% | 47.28%-18.4pp | 35.62%-6.7pp | 578.55%-549.6pp |
| Employer contribution / active EE | $1,299 | $2,796-53.5% | $1,986-34.6% | $4,876-73.4% |
| Participant deferral / active EE | $2,296 | $3,664-37.3% | $2,958-22.4% | $5,439-57.8% |
| Admin fee / account holder | $235 | $7,155-96.7% | $5,134-95.4% | $10,885-97.8% |