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 | $13,434 | $72,404-81.4% | $110,238-87.8% | $64,186-79.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 252.02% | -6.29%+258.3pp | 314.74%-62.7pp | 7.63%+244.4pp |
| Employer contribution / active EE | $2,473 | $2,282+8.4% | $3,826-35.4% | $2,381+3.9% |
| Participant deferral / active EE | $3,758 | $3,469+8.3% | $4,672-19.6% | $3,470+8.3% |
| Admin fee / account holder | $146 | $5,664-97.4% | $8,547-98.3% | $4,888-97.0% |