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 | $18,777 | $202,318-90.7% | $172,739-89.1% | $152,861-87.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.28% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,780 | $5,856-69.6% | $5,143-65.4% | $4,762-62.6% |
| Participant deferral / active EE | $3,647 | $5,948-38.7% | $5,198-29.8% | $5,850-37.7% |
| Admin fee / account holder | $57 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |