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 | $35,559 | $100,041-64.5% | $149,718-76.2% | $70,131-49.3% |
| Participation rate | 93.0% | 83.6%+9.4pp | 87.1%+6.0pp | 69.5%+23.5pp |
| Annual return | 16.16% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,999 | $3,662-45.4% | $5,445-63.3% | $2,342-14.7% |
| Participant deferral / active EE | $2,967 | $4,983-40.4% | $6,569-54.8% | $3,332-10.9% |
| Admin fee / account holder | $213 | $8,286-97.4% | $11,283-98.1% | $4,645-95.4% |