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 | $6,536 | $115,770-94.4% | $101,248-93.5% | $158,922-95.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.77% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,324 | $4,175-44.3% | $3,660-36.5% | $4,761-51.2% |
| Participant deferral / active EE | $3,320 | $4,957-33.0% | $4,370-24.0% | $5,982-44.5% |
| Admin fee / account holder | $170 | $7,245-97.7% | $5,945-97.1% | $11,246-98.5% |