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 | $21,160 | $102,317-79.3% | $146,958-85.6% | $80,856-73.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 12.97% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,768 | $3,713-52.4% | $4,933-64.2% | $2,755-35.8% |
| Participant deferral / active EE | $4,332 | $6,644-34.8% | $8,070-46.3% | $4,296+0.9% |
| Admin fee / account holder | $40 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |