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 | $16,800 | $150,440-88.8% | $136,294-87.7% | $147,584-88.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 22.09% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,601 | $5,256-69.5% | $4,695-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $2,215 | $6,630-66.6% | $6,247-64.5% | $5,439-59.3% |
| Admin fee / account holder | $201 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |