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 | $30,715 | $198,466-84.5% | $170,442-82.0% | $147,584-79.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.95% | 257.29%-235.3pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,635 | $6,184-73.6% | $5,433-69.9% | $4,876-66.5% |
| Participant deferral / active EE | $6,319 | $5,629+12.3% | $4,939+27.9% | $5,439+16.2% |
| Admin fee / account holder | $213 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |