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 | $19,492 | $85,766-77.3% | $136,294-85.7% | $70,131-72.2% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 19.61% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,152 | $2,966-61.1% | $4,695-75.5% | $2,342-50.8% |
| Participant deferral / active EE | $2,540 | $5,051-49.7% | $6,247-59.3% | $3,332-23.8% |
| Admin fee / account holder | $160 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |