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 | $14,113 | $198,466-92.9% | $170,442-91.7% | $147,584-90.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 22.89% | 257.29%-234.4pp | 205.93%-183.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,445 | $6,184-76.6% | $5,433-73.4% | $4,876-70.4% |
| Participant deferral / active EE | $5,540 | $5,629-1.6% | $4,939+12.2% | $5,439+1.9% |
| Admin fee / account holder | $153 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |