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 | $11,450 | $150,440-92.4% | $136,294-91.6% | $147,584-92.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.10% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,009 | $5,256-80.8% | $4,695-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $2,584 | $6,630-61.0% | $6,247-58.6% | $5,439-52.5% |
| Admin fee / account holder | $79 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |