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 | $15,255 | $198,466-92.3% | $170,442-91.0% | $147,584-89.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.13% | 257.29%-230.2pp | 205.93%-178.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $2,351 | $6,184-62.0% | $5,433-56.7% | $4,876-51.8% |
| Participant deferral / active EE | $6,137 | $5,629+9.0% | $4,939+24.2% | $5,439+12.8% |
| Admin fee / account holder | $76 | $16,852-99.5% | $13,880-99.5% | $10,885-99.3% |