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 | $20,806 | $198,466-89.5% | $170,442-87.8% | $147,584-85.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.01% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,309 | $6,184-78.8% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $2,391 | $5,629-57.5% | $4,939-51.6% | $5,439-56.0% |
| Admin fee / account holder | $111 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |