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 | $21,378 | $209,411-89.8% | $178,490-88.0% | $158,922-86.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.55% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,200 | $5,706-61.4% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $6,431 | $5,954+8.0% | $5,202+23.6% | $5,982+7.5% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |