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 | $17,049 | $91,538-81.4% | $129,995-86.9% | $75,163-77.3% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 20.17% | -631.11%+651.3pp | -137.18%+157.3pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,174 | $2,845-58.7% | $4,320-72.8% | $2,670-56.0% |
| Participant deferral / active EE | $2,170 | $4,341-50.0% | $5,820-62.7% | $4,125-47.4% |
| Admin fee / account holder | $73 | $6,790-98.9% | $10,614-99.3% | $5,651-98.7% |