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 | $11,629 | $105,998-89.0% | $92,233-87.4% | $147,584-92.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 13.80% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,477 | $4,333-65.9% | $3,679-59.9% | $4,876-69.7% |
| Participant deferral / active EE | $2,356 | $4,478-47.4% | $3,897-39.5% | $5,439-56.7% |
| Admin fee / account holder | $16 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |