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 | $17,923 | $150,440-88.1% | $136,294-86.8% | $147,584-87.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,242 | $5,256-57.4% | $4,695-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $3,511 | $6,630-47.0% | $6,247-43.8% | $5,439-35.4% |
| Admin fee / account holder | $115 | $10,905-98.9% | $9,243-98.8% | $10,885-98.9% |