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 | $15,336 | $105,998-85.5% | $92,233-83.4% | $147,584-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.70% | 50.05%-27.3pp | 176.28%-153.6pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,222 | $4,333-71.8% | $3,679-66.8% | $4,876-74.9% |
| Participant deferral / active EE | $4,867 | $4,478+8.7% | $3,897+24.9% | $5,439-10.5% |
| Admin fee / account holder | $148 | $6,332-97.7% | $5,194-97.1% | $10,885-98.6% |