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 | $20,729 | $217,402-90.5% | $185,823-88.8% | $167,490-87.6% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 31.82% | 148.36%-116.5pp | 122.05%-90.2pp | 478.56%-446.7pp |
| Employer contribution / active EE | $1,661 | $5,873-71.7% | $5,167-67.9% | $4,837-65.7% |
| Participant deferral / active EE | $3,475 | $6,356-45.3% | $5,568-37.6% | $6,341-45.2% |
| Admin fee / account holder | $166 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |