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 | $16,738 | $157,256-89.4% | $141,162-88.1% | $152,861-89.0% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 24.77% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,527 | $5,261-71.0% | $4,735-67.8% | $4,762-67.9% |
| Participant deferral / active EE | $3,592 | $7,109-49.5% | $6,709-46.5% | $5,850-38.6% |
| Admin fee / account holder | $180 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |