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 | $14,225 | $89,355-84.1% | $141,162-89.9% | $72,985-80.5% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 142.63% | 111.85%+30.8pp | 71.39%+71.2pp | 81.00%+61.6pp |
| Employer contribution / active EE | $2,064 | $3,114-33.7% | $4,735-56.4% | $2,440-15.4% |
| Participant deferral / active EE | $4,080 | $5,418-24.7% | $6,709-39.2% | $3,607+13.1% |
| Admin fee / account holder | $62 | $5,958-99.0% | $10,261-99.4% | $5,124-98.8% |