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 | $19,314 | $85,766-77.5% | $136,294-85.8% | $70,131-72.5% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 51.40% | 31.45%+19.9pp | 5155.94%-5104.5pp | 73.14%-21.7pp |
| Employer contribution / active EE | $1,682 | $2,966-43.3% | $4,695-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $5,679 | $5,051+12.4% | $6,247-9.1% | $3,332+70.5% |
| Admin fee / account holder | $253 | $5,420-95.3% | $9,243-97.3% | $4,645-94.5% |