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 7-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 | $18,231 | $150,187-87.9% | $120,354-84.9% | $145,922-87.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 13.86% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,207 | $4,348-72.2% | $3,463-65.1% | $4,660-74.1% |
| Participant deferral / active EE | $1,567 | $6,173-74.6% | $4,991-68.6% | $6,688-76.6% |
| Admin fee / account holder | $17 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |