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 | $16,664 | $150,440-88.9% | $136,294-87.8% | $147,584-88.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 25.07% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,659 | $5,256-68.4% | $4,695-64.7% | $4,876-66.0% |
| Participant deferral / active EE | $3,888 | $6,630-41.4% | $6,247-37.8% | $5,439-28.5% |
| Admin fee / account holder | $59 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |