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 | $12,768 | $105,998-88.0% | $92,233-86.2% | $147,584-91.3% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,654 | $4,333-38.7% | $3,679-27.9% | $4,876-45.6% |
| Participant deferral / active EE | $2,741 | $4,478-38.8% | $3,897-29.6% | $5,439-49.6% |
| Admin fee / account holder | $77 | $6,332-98.8% | $5,194-98.5% | $10,885-99.3% |