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 | $17,907 | $198,466-91.0% | $170,442-89.5% | $147,584-87.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.44% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $4,928 | $6,184-20.3% | $5,433-9.3% | $4,876+1.1% |
| Participant deferral / active EE | $5,298 | $5,629-5.9% | $4,939+7.3% | $5,439-2.6% |
| Admin fee / account holder | $67 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |