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 | $13,550 | $198,466-93.2% | $170,442-92.1% | $147,584-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.26% | 257.29%-224.0pp | 205.93%-172.7pp | 578.55%-545.3pp |
| Employer contribution / active EE | $1,732 | $6,184-72.0% | $5,433-68.1% | $4,876-64.5% |
| Participant deferral / active EE | $9,114 | $5,629+61.9% | $4,939+84.5% | $5,439+67.6% |
| Admin fee / account holder | $144 | $16,852-99.1% | $13,880-99.0% | $10,885-98.7% |