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 | $12,278 | $53,822-77.2% | $75,696-83.8% | $85,850-85.7% |
| Participation rate | 71.2% | 69.1%+2.1pp | 74.8%-3.7pp | 69.3%+1.8pp |
| Annual return | 44.01% | 24.54%+19.5pp | 104.53%-60.5pp | 318.53%-274.5pp |
| Employer contribution / active EE | $615 | $2,017-69.5% | $2,743-77.6% | $2,565-76.0% |
| Participant deferral / active EE | $1,736 | $2,895-40.0% | $3,821-54.6% | $3,952-56.1% |
| Admin fee / account holder | $218 | $3,343-93.5% | $3,619-94.0% | $6,260-96.5% |