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 | $19,770 | $149,679-86.8% | $117,039-83.1% | $147,584-86.6% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 15.43% | 19.31%-3.9pp | 18.95%-3.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,684 | $4,937-65.9% | $3,785-55.5% | $4,876-65.5% |
| Participant deferral / active EE | $5,751 | $4,912+17.1% | $3,929+46.4% | $5,439+5.7% |
| Admin fee / account holder | $161 | $7,856-98.0% | $5,974-97.3% | $10,885-98.5% |