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 | $12,732 | $105,998-88.0% | $92,233-86.2% | $147,584-91.4% |
| Participation rate | 76.2% | 80.4%-4.2pp | 76.5%-0.3pp | 82.8%-6.6pp |
| Annual return | 20.85% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,600 | $4,333-63.1% | $3,679-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $2,197 | $4,478-50.9% | $3,897-43.6% | $5,439-59.6% |
| Admin fee / account holder | $157 | $6,332-97.5% | $5,194-97.0% | $10,885-98.6% |