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 | $10,898 | $232,540-95.3% | $185,117-94.1% | $147,584-92.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 16.64% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $728 | $5,195-86.0% | $4,182-82.6% | $4,876-85.1% |
| Participant deferral / active EE | $1,366 | $5,834-76.6% | $5,045-72.9% | $5,439-74.9% |
| Admin fee / account holder | $210 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |