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 | $18,646 | $176,662-89.4% | $130,648-85.7% | $152,861-87.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 71.7%+6.0pp | 82.4%-4.7pp |
| Annual return | 23.13% | 2692.24%-2669.1pp | 1708.96%-1685.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,372 | $5,742-76.1% | $4,092-66.5% | $4,762-71.2% |
| Participant deferral / active EE | $3,371 | $4,361-22.7% | $3,603-6.4% | $5,850-42.4% |
| Admin fee / account holder | $254 | $7,133-96.4% | $5,464-95.3% | $11,596-97.8% |