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 | $18,005 | $168,632-89.3% | $147,614-87.8% | $125,391-85.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 113.96% | 77.65%+36.3pp | 61.98%+52.0pp | 282.22%-168.3pp |
| Employer contribution / active EE | $2,217 | $6,252-64.5% | $5,564-60.2% | $4,866-54.4% |
| Participant deferral / active EE | $6,392 | $5,507+16.1% | $4,895+30.6% | $5,352+19.4% |
| Admin fee / account holder | $225 | $13,580-98.3% | $11,611-98.1% | $9,540-97.6% |