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 | $21,137 | $100,041-78.9% | $149,718-85.9% | $70,131-69.9% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.1%+3.4pp | 69.5%+20.9pp |
| Annual return | 16.42% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,861 | $3,662-49.2% | $5,445-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $2,743 | $4,983-45.0% | $6,569-58.2% | $3,332-17.7% |
| Admin fee / account holder | $66 | $8,286-99.2% | $11,283-99.4% | $4,645-98.6% |