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 | $22,037 | $228,332-90.3% | $185,823-88.1% | $158,922-86.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 21.82% | 40.80%-19.0pp | 35.95%-14.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,265 | $4,967-74.5% | $4,087-69.1% | $4,761-73.4% |
| Participant deferral / active EE | $2,409 | $6,415-62.4% | $5,632-57.2% | $5,982-59.7% |
| Admin fee / account holder | $190 | $11,864-98.4% | $9,500-98.0% | $11,246-98.3% |