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 | $20,604 | $217,402-90.5% | $185,823-88.9% | $167,490-87.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,380 | $5,873-42.4% | $5,167-34.6% | $4,837-30.1% |
| Participant deferral / active EE | $3,987 | $6,356-37.3% | $5,568-28.4% | $6,341-37.1% |
| Admin fee / account holder | $143 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |