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 | $14,335 | $91,538-84.3% | $129,995-89.0% | $75,163-80.9% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 21.09% | -631.11%+652.2pp | -137.18%+158.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,452 | $2,845-49.0% | $4,320-66.4% | $2,670-45.6% |
| Participant deferral / active EE | $3,078 | $4,341-29.1% | $5,820-47.1% | $4,125-25.4% |
| Admin fee / account holder | $192 | $6,790-97.2% | $10,614-98.2% | $5,651-96.6% |