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 | $8,146 | $105,998-92.3% | $92,233-91.2% | $147,584-94.5% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 20.88% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $852 | $4,333-80.3% | $3,679-76.8% | $4,876-82.5% |
| Participant deferral / active EE | $2,342 | $4,478-47.7% | $3,897-39.9% | $5,439-56.9% |
| Admin fee / account holder | $80 | $6,332-98.7% | $5,194-98.5% | $10,885-99.3% |