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 | $16,927 | $160,055-89.4% | $140,016-87.9% | $135,375-87.5% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 31.32% | 911.38%-880.1pp | 651.12%-619.8pp | 519.73%-488.4pp |
| Employer contribution / active EE | $1,881 | $6,420-70.7% | $5,606-66.4% | $4,779-60.6% |
| Participant deferral / active EE | $5,783 | $7,642-24.3% | $6,927-16.5% | $5,609+3.1% |
| Admin fee / account holder | $157 | $13,328-98.8% | $10,705-98.5% | $10,827-98.6% |