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 | $11,167 | $106,890-89.6% | $84,015-86.7% | $152,861-92.7% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 22.22% | 104.99%-82.8pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $699 | $2,734-74.4% | $1,983-64.8% | $4,762-85.3% |
| Participant deferral / active EE | $2,149 | $4,011-46.4% | $3,239-33.6% | $5,850-63.3% |
| Admin fee / account holder | $138 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |