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 | $27,752 | $144,119-80.7% | $117,854-76.5% | $147,584-81.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.00% | 531.15%-511.1pp | 335.08%-315.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,824 | $4,896-21.9% | $3,786+1.0% | $4,876-21.6% |
| Participant deferral / active EE | $7,075 | $5,316+33.1% | $4,482+57.9% | $5,439+30.1% |
| Admin fee / account holder | $132 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |