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 | $28,825 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 12.24% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,356 | $6,184-61.9% | $5,433-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $4,629 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $263 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |