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 | $26,954 | $198,466-86.4% | $170,442-84.2% | $147,584-81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.22% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,725 | $6,184+41.1% | $5,433+60.6% | $4,876+78.9% |
| Participant deferral / active EE | $3,682 | $5,629-34.6% | $4,939-25.5% | $5,439-32.3% |
| Admin fee / account holder | $275 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |