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 | $30,920 | $198,466-84.4% | $170,442-81.9% | $147,584-79.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 14.02% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $4,434 | $6,184-28.3% | $5,433-18.4% | $4,876-9.1% |
| Participant deferral / active EE | $3,614 | $5,629-35.8% | $4,939-26.8% | $5,439-33.5% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,880-98.9% | $10,885-98.7% |