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 | $32,391 | $123,793-73.8% | $177,821-81.8% | $79,858-59.4% |
| Participation rate | 91.8% | 84.7%+7.2pp | 87.7%+4.1pp | 69.6%+22.2pp |
| Annual return | 291.39% | 22.82%+268.6pp | 48.32%+243.1pp | 31.71%+259.7pp |
| Employer contribution / active EE | $1,450 | $4,095-64.6% | $5,918-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $2,900 | $5,956-51.3% | $7,714-62.4% | $3,740-22.5% |
| Admin fee / account holder | $224 | $7,243-96.9% | $12,427-98.2% | $5,306-95.8% |