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 | $15,925 | $183,519-91.3% | $155,509-89.8% | $145,922-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.17% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,543 | $5,313-33.3% | $4,672-24.2% | $4,660-24.0% |
| Participant deferral / active EE | $4,202 | $6,462-35.0% | $5,626-25.3% | $6,688-37.2% |
| Admin fee / account holder | $94 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |