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 | $23,219 | $135,635-82.9% | $110,238-78.9% | $135,375-82.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.95% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,160 | $4,906-56.0% | $3,826-43.5% | $4,779-54.8% |
| Participant deferral / active EE | $2,570 | $5,506-53.3% | $4,672-45.0% | $5,609-54.2% |
| Admin fee / account holder | $61 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |