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 | $17,748 | $198,466-91.1% | $170,442-89.6% | $147,584-88.0% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 26.21% | 257.29%-231.1pp | 205.93%-179.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $7,388 | $6,184+19.5% | $5,433+36.0% | $4,876+51.5% |
| Participant deferral / active EE | $2,558 | $5,629-54.6% | $4,939-48.2% | $5,439-53.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |