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 | $15,831 | $105,998-85.1% | $92,233-82.8% | $147,584-89.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 30.55% | 50.05%-19.5pp | 176.28%-145.7pp | 578.55%-548.0pp |
| Employer contribution / active EE | $2,135 | $4,333-50.7% | $3,679-42.0% | $4,876-56.2% |
| Participant deferral / active EE | $5,430 | $4,478+21.3% | $3,897+39.3% | $5,439-0.2% |
| Admin fee / account holder | $226 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |