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 | $13,130 | $105,998-87.6% | $92,233-85.8% | $147,584-91.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 25.40% | 50.05%-24.6pp | 176.28%-150.9pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,864 | $4,333-57.0% | $3,679-49.3% | $4,876-61.8% |
| Participant deferral / active EE | $5,311 | $4,478+18.6% | $3,897+36.3% | $5,439-2.3% |
| Admin fee / account holder | $246 | $6,332-96.1% | $5,194-95.3% | $10,885-97.7% |