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 | $28,700 | $198,466-85.5% | $170,442-83.2% | $147,584-80.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.47% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,542 | $6,184-75.1% | $5,433-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $3,414 | $5,629-39.4% | $4,939-30.9% | $5,439-37.2% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |