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 | $13,496 | $105,998-87.3% | $92,233-85.4% | $147,584-90.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 333.69% | 50.05%+283.6pp | 176.28%+157.4pp | 578.55%-244.9pp |
| Employer contribution / active EE | $1,920 | $4,333-55.7% | $3,679-47.8% | $4,876-60.6% |
| Participant deferral / active EE | $4,979 | $4,478+11.2% | $3,897+27.8% | $5,439-8.5% |
| Admin fee / account holder | $166 | $6,332-97.4% | $5,194-96.8% | $10,885-98.5% |