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 | $19,626 | $89,355-78.0% | $141,162-86.1% | $72,985-73.1% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 26.49% | 111.85%-85.4pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,118 | $3,114+0.1% | $4,735-34.1% | $2,440+27.8% |
| Participant deferral / active EE | $5,628 | $5,418+3.9% | $6,709-16.1% | $3,607+56.0% |
| Admin fee / account holder | $259 | $5,958-95.6% | $10,261-97.5% | $5,124-94.9% |