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 | $21,059 | $226,064-90.7% | $182,532-88.5% | $152,861-86.2% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.0%-8.0pp | 82.4%-12.4pp |
| Annual return | 19.55% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,108 | $4,978-77.7% | $4,076-72.8% | $4,762-76.7% |
| Participant deferral / active EE | $2,583 | $6,368-59.4% | $5,524-53.2% | $5,850-55.8% |
| Admin fee / account holder | $106 | $10,703-99.0% | $8,592-98.8% | $11,596-99.1% |