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 | $23,687 | $198,466-88.1% | $170,442-86.1% | $147,584-83.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.85% | 257.29%-233.4pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $3,081 | $6,184-50.2% | $5,433-43.3% | $4,876-36.8% |
| Participant deferral / active EE | $5,365 | $5,629-4.7% | $4,939+8.6% | $5,439-1.4% |
| Admin fee / account holder | $143 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |