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 | $32,190 | $198,466-83.8% | $170,442-81.1% | $147,584-78.2% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 22.08% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,612 | $6,184-25.4% | $5,433-15.1% | $4,876-5.4% |
| Participant deferral / active EE | $2,370 | $5,629-57.9% | $4,939-52.0% | $5,439-56.4% |
| Admin fee / account holder | $166 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |