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 | $18,148 | $176,377-89.7% | $134,143-86.5% | $158,922-88.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 13.29% | 63.63%-50.3pp | 36.33%-23.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,660 | $5,040-67.1% | $3,704-55.2% | $4,761-65.1% |
| Participant deferral / active EE | $2,213 | $4,091-45.9% | $3,499-36.8% | $5,982-63.0% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |